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 66.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Eli Lilly and Co | 12.67 | 7M | Healthcare |
Novo Nordisk AS ADR | 11.07 | 6M | Healthcare |
Pfizer Inc | 7.68 | 4M | Healthcare |
CSPC Pharmaceutical Group Ltd | 6.51 | 4M | Healthcare |
Viking Therapeutics Inc | 5.46 | 3M | Healthcare |
Kailera Therapeutics Inc | 5.16 | 3M | Healthcare |
Chugai Pharmaceutical Co Ltd | 4.63 | 3M | Healthcare |
Ascletis Pharma Inc Ordinary Shares | 4.38 | 3M | Healthcare |
Amgen Inc | 4.36 | 3M | Healthcare |
Hanmi Pharm Co Ltd | 4.32 | 2M | Healthcare |