MEDXHorizon Kinetics Medical ETF
Seeks long-term growth of capital.
By Horizon Kinetics · Launched 1999
Annual Cost
0.85%
#4,678 of 6,040 · expensive
Fund Size
$17M
#4,667 of 6,040 · small
Return (1Y)
+22.5%
Track Record
26 years
#66 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,245+22.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 71.3% of fundconcentrated
Eli Lilly & Co
15.6%
US BANK MMDA - USBGFS 7USBGFS7
10.0%
AbbVie Inc
8.4%
Novartis AG
7.4%
Johnson & Johnson
5.9%
AstraZeneca PLC
5.7%
Bristol-Myers Squibb Co
5.1%
Ionis Pharmaceuticals Inc
4.7%
Amgen Inc
4.2%
Alnylam Pharmaceuticals Inc
4.1%
Asset allocation
Stocks
91.9%
Cash
7.9%
Other
0.3%
By sector
Healthcare
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
19.5%Moderate
Year-on-year price swings
Max drawdown
-23.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.29Below average
Sortino (3Y)
0.41Moderate downside risk
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Actively manages investments in common stocks and other equity securities of U.S. and foreign companies in the Medical Research, Pharmaceutical and Technology Industries, focusing on cancer research and drug development. Concentrates investments in companies deriving at least 50% of revenue from these activities.
- Inception date
- September 30, 1999
- Fund family
- Horizon Kinetics
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save MEDX to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18