MEDI - ETF AI Analysis
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Harbor Health Care ETF (MEDI)
MEDI, the Harbor Health Care ETF, has a solid but not top-tier overall rating, largely supported by strong core holdings like Eli Lilly and Intuitive Surgical, which bring robust financial performance, positive earnings sentiment, and strategic growth initiatives to the portfolio. However, sizable positions in weaker names such as Ascendis Pharma and Insmed, both facing leverage, cash flow, and profitability challenges, weigh on the fund’s quality. The main risk factor is MEDI’s concentration in health care and biotech companies with high valuations and ongoing financial or regulatory uncertainties, which can make the ETF more volatile and sensitive to sector-specific setbacks.
MEDI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 45.93M
- Region
- Global
- Expense Ratio
- 0.80%
- Beta
- 0.70
- Issuer
- Harbor
- Inception Date
- Nov 17, 2022
- Dividend Yield
- 0.21%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
MEDI Summary
The Harbor Health Care ETF (MEDI) is a fund that focuses on the U.S. health care sector instead of tracking a broad market index. It invests in companies involved in biotechnology, medical devices, and health care services. Well-known holdings include Eli Lilly and Intuitive Surgical, along with smaller, fast-growing drug and medical technology firms. Someone might invest in MEDI to tap into long-term growth driven by aging populations and ongoing medical innovation, while getting diversification across many health care names. A key risk is that it is heavily concentrated in health care stocks, so its value can rise or fall sharply with changes in that sector.
How much will it cost me?
This ETF has an expense ratio of 0.80%, which means you’ll pay about $8 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed and focused on a specialized health care sector, which typically costs more to run than broad, passive index funds.
What would affect this ETF?
MEDI could benefit from long-term trends like aging populations, growing global demand for medical treatments, and successful new drugs or technologies from major holdings such as Eli Lilly and other innovative biotech firms. On the downside, it is heavily concentrated in health care and a few specific companies, so changes in drug pricing rules, health care regulations, clinical trial setbacks, or broader market downturns could hurt performance, especially if interest rates rise and investors move away from growth-oriented sectors.
MEDI Top 10 Holdings
MEDI is essentially a health care high-conviction bet, with Eli Lilly doing the heavy lifting as a rising, large-cap anchor for the fund. Ascendis Pharma and Vaxcyte add more speculative biotech flavor, with performance looking mixed but generally leaning positive as their pipelines progress. Guardant Health and Natera have been strong momentum names, helping power returns in diagnostics and precision oncology, while laggards like Rhythm Pharmaceuticals and Insmed act as a bit of ballast. Overall, it’s a globally focused, biotech-heavy portfolio where a few star players set the tone.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 LLY | Eli Lilly & Co | 22.02% | $10.12M | $1.33T | 67.86% | 72Outperform |
 ASND | Ascendis Pharma | 16.34% | $7.50M | $15.67B | 23.35% | 46Neutral |
 ARGX | Argenx Se | 4.74% | $2.18M | $56.88B | 8.84% | 79Outperform |
 PCVX | Vaxcyte | 3.41% | $1.57M | $9.76B | 38.61% | 50Neutral |
 INSM | Insmed | 2.99% | $1.37M | $24.70B | -42.03% | 43Neutral |
 GH | Guardant Health | 2.88% | $1.32M | $23.99B | 93.49% | 61Neutral |
 RYTM | Rhythm Pharmaceuticals | 2.68% | $1.23M | $6.37B | -17.21% | 59Neutral |
 ISRG | Intuitive Surgical | 2.63% | $1.21M | $149.75B | -18.49% | 78Outperform |
 NTRA | Natera | 2.34% | $1.07M | $59.72B | 114.42% | 73Outperform |
 UTHR | United Therapeutics | 2.29% | $1.05M | $25.68B | 32.01% | 79Outperform |
MEDI Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MEDI, the sentiment is Positive. The current price of 35.20 is above the 20-day moving average (MA) of 33.15, above the 50-day MA of 33.43, and above the 200-day MA of 31.90, indicating a bullish trend. The MACD of 0.45 indicates Negative momentum. The RSI at 68.37 is Neutral, neither overbought nor oversold. The STOCH value of 90.58 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MEDI.
MEDI Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| MEDI | $35.20 | $35.00(-0.57% Downside) | $45.93M | 0.80% | 62Neutral |
 FMED | $32.41 | $43.70(34.84% Upside) | $54.39M | 0.50% | 59Neutral |
 TMED | $34.34 | $56.42(64.32% Upside) | $34.83M | 0.44% | 61Neutral |
 MEDX | $38.25 | $44.48(16.28% Upside) | $17.76M | 0.85% | 65Neutral |
 BMED | $36.50 | $39.37(7.86% Upside) | $14.68M | 0.55% | 65Neutral |
 HLTH | $28.67 | $37.87(32.06% Upside) | $12.63M | 0.75% | 55Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MEDI | Harbor Health Care ETF | 35.20 | 5.26 | 17.58% | |
| FMED | Fidelity Disruptive Medicine ETF | 32.41 | 6.40 | 24.59% | |
| TMED | T. Rowe Price Health Care ETF | 34.34 | 6.02 | 21.27% | |
| MEDX | Horizon Kinetics Medical ETF | 38.25 | 7.48 | 24.29% | |
| BMED | Future Health ETF | 36.50 | 8.30 | 29.45% | |
| HLTH | Tema Healthcare AI ETF | 28.67 | 3.36 | 13.28% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.