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MEDI
+2.67 · +9.27%
$31.49 · NYSE ARCA

Harbor Health Care ETF (MEDI) ETF Analysis | Health

Harbor Capital Advisors Inc · USA
AUM:$26.8M
#– of – in Health ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.80% — above average for this category.

What is MEDI?

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").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
MEDI delivered 15.8% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.80% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 67.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$26.8M
Expense Ratio0.80%
Dividend Yield0.24%
Holdings36
Inception DateNov 2022
Domicile–
Distribution–
Index–
ProviderHarbor Capital Advisors Inc
Beta0.90
CategoryHealth
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.8%
1Y
+23.2%
3Y
+55.0%
5Y
+76.2%
OpenBook InsightIf you had invested £10,000 in MEDI 5 years ago, it would have grown to £17,617 — a gain of £7,617.

Annual Returns

Calendar year performance

MEDI delivered positive returns in 4 of the last 5 calendar years.
YearMEDI
2026 YTD+8.1%
2025+25.7%
2024-0.1%
2023+25.6%
2022+2.6%
CAGR 4yr+12.8%
4/5 positive yearsAvg return: +12.4%Worst year: -0.1% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
19.2%
Low
Momentum
+3.3%
30-day change
Support Level
32.28
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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