Horizon Kinetics Medical ETF MEDX

Morningstar Medalist Rating

Morningstar’s Analysis MEDX

Will MEDX outperform in the future?

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

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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 Holdings70.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

21.324M
Healthcare

AbbVie Inc

10.062M
Healthcare

US BANK MMDA - USBGFS 7

7.711M
Cash and Equivalents

Novartis AG ADR

6.841M
Healthcare

Johnson & Johnson

6.061M
Healthcare

Amgen Inc

4.90870,600
Healthcare

Alkermes PLC

4.81854,942
Healthcare

AstraZeneca PLC

4.70835,795
Healthcare

Merck & Co Inc

4.39780,011
Healthcare

Bristol-Myers Squibb Co

4.19743,852
Healthcare

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