MEDIHarbor Health Care ETF
Seeks long-term growth of capital.
By Harbor Capital Advisors Inc · Launched 2022
Annual Cost
0.80%
#4,362 of 5,861 · expensive
Fund Size
$43M
#3,783 of 5,861 · mid-size
Return (1Y)Goal
+20.1%
Track Record
3 years
#2,793 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,175+21.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 68.2% of fundconcentrated
Eli Lilly & Co
20.1%
Ascendis Pharma A/S
15.6%
Legend Biotech Corp
5.1%
AbbVie Inc
4.8%
Vaxcyte Inc
4.6%
Intuitive Surgical Inc
4.5%
Rhythm Pharmaceuticals Inc
3.8%
Insmed Inc
3.7%
Abivax SA
3.5%
Danaher Corp
2.4%
Asset allocation
Stocks
97.9%
Cash
2.1%
By sector
Healthcare
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
20.3%High
Year-on-year price swings
Max drawdown
-19.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.59Decent risk-adjusted returns
Sortino (3Y)
0.87Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Invests primarily in equity securities of health care companies, including common and preferred stocks of any market capitalization. Concentrates investments in the health care industry, utilizing a bottom-up selection process to identify 30 to 50 companies based on strict fundamental criteria.
- Inception date
- November 16, 2022
- Fund family
- Harbor Capital Advisors Inc
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Data updated on 2026-08-04