BTECPrincipal Healthcare Innovators Index ETF
BTEC Fund Description
The Principal Healthcare Innovators Index ETF tracks an index of non-large-cap US health care stocks and is market cap weighted.
BTEC Factset Analytics Insight
BTEC focuses on US healthcare companies still in the developmental stage or waiting on regulatory approval, rather than selling an existing product on the market. This results in a portfolio of small- and midcap stocks. Additionally, BTEC specifically targets companies that have had negative earnings over the past four quarters. Constituents are weighted on a market cap basis, with a cap of 3% per security. For this exposure, the fund charges an expense ratio in line with its few competitors.
BTEC MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the Principal Healthcare Innovators Index ETF MSCI ESG Fund Quality Score is 3.96 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. BTEC ranks in the 8th percentile within its peer group and in the 9th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
BTEC CHARTS AND PERFORMANCE
BTEC Top 10 Countries
BTEC Top 10 Sectors
BTEC Top 10 Holdings [View All]
BTEC Portfolio Management
BTEC Tax Exposures
BTEC Fund Structure
BTEC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of BTEC. BTEC is rated a 4 out of 5.
BTEC Sector/Industry Breakdown
BTEC TOP 10 HOLDINGS[View All]
BTEC Economic Development
BTEC Performance Statistics
BTEC MSCI ESG Ratings
BTEC BENCHMARK COMPARISON SUMMARY
BTEC BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.