Morningstar

Roundhill GLP-1 & Weight Loss ETF OZEM

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

Morningstar’s Analysis OZEM

Will OZEM 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 OZEM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OZEM 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 OZEM’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Roundhill GLP-1& Weight Loss ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OZEM

More OZEM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk AS ADR

17.16 7.9 Mil
Healthcare

Eli Lilly and Co

16.16 7.5 Mil
Healthcare

Roche Holding AG

4.74 2.2 Mil
Healthcare

Zealand Pharma AS

4.53 2.1 Mil
Healthcare

Chugai Pharmaceutical Co Ltd

4.32 2.0 Mil
Healthcare

AstraZeneca PLC ADR

4.09 1.9 Mil
Healthcare

Viking Therapeutics Inc

3.87 1.8 Mil
Healthcare

Innovent Biologics Inc

3.68 1.7 Mil
Healthcare

Structure Therapeutics Inc ADR

3.64 1.7 Mil
Healthcare

Altimmune Inc

3.21 1.5 Mil
Healthcare

Sponsor Center