Horizon Kinetics Medical ETF MEDX

Medalist Rating as of | See Horizon Kinetics Investment Hub

Morningstar’s Analysis MEDX

Will MEDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings MEDX

  • 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

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