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 68.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Eli Lilly and Co | 19.62 | 3M | Healthcare |
AbbVie Inc | 10.02 | 2M | Healthcare |
US BANK MMDA - USBGFS 7 | 7.89 | 1M | Cash and Equivalents |
Novartis AG ADR | 6.86 | 1M | Healthcare |
Johnson & Johnson | 5.89 | 1M | Healthcare |
Amgen Inc | 4.81 | 834,979 | Healthcare |
Alkermes PLC | 4.65 | 806,535 | Healthcare |
AstraZeneca PLC | 4.45 | 770,973 | Healthcare |
Merck & Co Inc | 4.34 | 752,781 | Healthcare |
Bristol-Myers Squibb Co | 4.24 | 734,661 | Healthcare |