Horizon Kinetics Medical ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Horizon Kinetics Medical ETF MEDX
Morningstar’s Analysis MEDX
Will MEDX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 68.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Eli Lilly and Co | 19.91 | 3M | Healthcare |
AbbVie Inc | 9.93 | 2M | Healthcare |
US BANK MMDA - USBGFS 7 | 7.86 | 1M | Cash and Equivalents |
Novartis AG ADR | 6.80 | 1M | Healthcare |
Johnson & Johnson | 5.83 | 1M | Healthcare |
Amgen Inc | 4.79 | 833,730 | Healthcare |
Alkermes PLC | 4.62 | 803,988 | Healthcare |
AstraZeneca PLC | 4.49 | 782,260 | Healthcare |
Merck & Co Inc | 4.49 | 781,550 | Healthcare |
Bristol-Myers Squibb Co | 4.32 | 751,968 | Healthcare |