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 67.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Eli Lilly and Co | 18.70 | 3M | Healthcare |
AbbVie Inc | 9.67 | 2M | Healthcare |
US BANK MMDA - USBGFS 7 | 8.38 | 1M | Cash and Equivalents |
Novartis AG ADR | 6.55 | 1M | Healthcare |
Johnson & Johnson | 6.02 | 982,391 | Healthcare |
Merck & Co Inc | 4.68 | 763,343 | Healthcare |
Amgen Inc | 4.65 | 759,151 | Healthcare |
Alkermes PLC | 4.52 | 737,747 | Healthcare |
Bristol-Myers Squibb Co | 4.50 | 733,587 | Healthcare |
AstraZeneca PLC | 4.38 | 714,854 | Healthcare |