MEDIHarbor Health Care ETF

Grow my money#2458 of 2944 for Grow my money

The fund invests primarily in equity securities, principally common and preferred stocks of companies of any market capitalization. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of companies principally engaged in the research, development, production, or distribution of products and services related to the health care industry (“health care companies”). It is non-diversified.

Harbor Capital Advisors Inc · Since 2022 (3 years)

Annual Cost

0.80%

#3981 out of 5,332 ETFs

Fund Size

$27M

#3890 out of 5,332 ETFs

Dividend Yield

0.26%

Track Record

3 years

#2949 out of 5,332 ETFs

Performance

1 Year

+14.0%

3 Years

+13.8%

5 Years

N/A

What's inside

Asset class

equity

Region

north america

Strategy

active selection

Cap

multi cap

Sector

health care

Asset allocation

Stocks

99.0%

Cash

1.0%

Sector breakdown

Healthcare

100.0%

Top holdings

Eli Lilly and CoLLY19.8%

Ascendis Pharma AS ADRASND16.1%

AbbVie IncABBV5.7%

Vaxcyte Inc Ordinary SharesPCVX4.7%

Intuitive Surgical IncISRG4.7%

Insmed IncINSM4.2%

Legend Biotech Corp ADRLEGN4.0%

Rhythm Pharmaceuticals IncRYTM3.8%

Abivax SA ADRABVX3.2%

Revolution Medicines Inc Ordinary SharesRVMD2.8%

Risk profile

Volatility (1Y)

20.9%

High

Max drawdown

-19.2%

Worst peak-to-trough loss

Sharpe (3Y)

0.60

Decent risk-adjusted returns

Sortino (3Y)

0.87

Moderate downside risk

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