Key stats
About Horizon Kinetics Medical ETF
Expense ratio
0.85%
Home page
Inception date
Jan 30, 2023
MEDX aims for long-term capital growth through investments in global companies engaged in the broad healthcare sector. The portfolio may include companies of any market capitalization. Eligible securities must have at least 50% of their company revenue in medical research, pharmaceuticals, and medical technology. Such companies may include surgical & medical instrument manufacturers and biotech names. The portfolio emphasizes companies whose activities specifically involve cancer research, treatment, and pharmaceutical development. Selection and weighting are based on the advisers evaluation of a companys fundamentals, industrial position, and capital investments. During temporary periods, the fund may invest up to 100% of its assets in US short-term debt securities and money market instruments. The fund may invest up to 20% in convertibles and non-convertible high-yield bonds. The fund is actively managed and the adviser has full discretion in adjusting the portfolio.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Health Technology
Stocks94.34%
Health Technology93.52%
Distribution Services0.82%
Bonds, Cash & Other5.66%
Cash5.66%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history