Horizon Kinetics Medical ETF (MEDX)
27.49
-0.02
(-0.07%)
USD |
NASDAQ |
Apr 26, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.85% | -0.19% | 16.39M | 974.93 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.47% | 15.00% | -747560.3 | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to provide long-term growth of capital. The fund is an actively-managed exchange-traded fund (“ETF”) that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Sector Equity |
Broad Category | Equity |
Category Name | Health |
Category Index | S&P 1500 Health Care TR |
Global Category Name | Healthcare Sector Equity |
YCharts Categorization | Healthcare Equity |
YCharts Benchmark | S&P 1500 Health Care (Sector) Total Return (^SP15HCSTR) |
Prospectus Objective | Specialty - Health |
Fund Owner Firm Name | Horizon Kinetics |
Prospectus Benchmark Index | |
S&P 500 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^MSWNTR | 100.0% |
Manager Tenure | |
Paul Abel | 24.52 yrs |
Peter Doyle | 24.52 yrs |
Performance Versus Category
As of April 26, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 26, 2024.
Basic Info
Investment Strategy | |
The investment seeks to provide long-term growth of capital. The fund is an actively-managed exchange-traded fund (“ETF”) that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Sector Equity |
Broad Category | Equity |
Category Name | Health |
Category Index | S&P 1500 Health Care TR |
Global Category Name | Healthcare Sector Equity |
YCharts Categorization | Healthcare Equity |
YCharts Benchmark | S&P 1500 Health Care (Sector) Total Return (^SP15HCSTR) |
Prospectus Objective | Specialty - Health |
Fund Owner Firm Name | Horizon Kinetics |
Prospectus Benchmark Index | |
S&P 500 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^MSWNTR | 100.0% |
Manager Tenure | |
Paul Abel | 24.52 yrs |
Peter Doyle | 24.52 yrs |