Morningstar

Harbor Health Care ETF MEDI

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub

Morningstar’s Analysis MEDI

Will MEDI outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MEDI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MEDI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MEDI’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Harbor Health Care ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MEDI

More MEDI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ascendis Pharma AS ADR

16.09 2.7 Mil
Healthcare

AbbVie Inc

7.76 1.3 Mil
Healthcare

Legend Biotech Corp ADR

7.56 1.3 Mil
Healthcare

Masimo Corp

5.35 887,174
Healthcare

Pfizer Inc

4.71 781,401
Healthcare

Option Care Health Inc

4.16 690,134
Healthcare

Icon PLC

4.05 672,582
Healthcare

Lantheus Holdings Inc

3.93 651,974
Healthcare

UnitedHealth Group Inc

3.68 610,132
Healthcare

Vaxcyte Inc Ordinary Shares

3.42 567,532
Healthcare

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