Roundhill GLP-1 & Weight Loss ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Roundhill Glp-1 & Weight Loss ETF OZEM
Morningstar’s Analysis OZEM
Will OZEM 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 68.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Eli Lilly and Co | 14.75 | 8M | Healthcare |
Novo Nordisk AS ADR | 11.88 | 7M | Healthcare |
Pfizer Inc | 8.44 | 5M | Healthcare |
Kailera Therapeutics Inc | 6.18 | 3M | Healthcare |
CSPC Pharmaceutical Group Ltd | 5.58 | 3M | Healthcare |
Chugai Pharmaceutical Co Ltd | 5.07 | 3M | Healthcare |
Amgen Inc | 4.77 | 3M | Healthcare |
Viking Therapeutics Inc | 4.46 | 2M | Healthcare |
AstraZeneca PLC | 4.16 | 2M | Healthcare |
Roche Holding AG Ordinary Shares new | 3.64 | 2M | Healthcare |