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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MEDX

  • 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

Sponsor Center