MEDI – Harbor Health Care ETF – ETF Stock Quote | Morningstar

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Will MEDI outperform in future?

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

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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 Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 27, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 61.1

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Ascendis Pharma AS ADR	15.69	2.6 Mil	Healthcare
AbbVie Inc	7.58	1.3 Mil	Healthcare
Legend Biotech Corp ADR	7.47	1.2 Mil	Healthcare
Pfizer Inc	6.28	1.0 Mil	Healthcare
Masimo Corp	5.31	878,593	Healthcare
Option Care Health Inc	4.31	713,481	Healthcare
Icon PLC	4.08	676,411	Healthcare
UnitedHealth Group Inc	3.63	601,251	Healthcare
Lantheus Holdings Inc	3.43	568,099	Healthcare
DexCom Inc	3.31	547,533	Healthcare

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