BTEC

Principal Healthcare Innovators Index ETF
C

19
  • Overview
  • Efficiency
  • Tradability
  • Fit

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 November 19, 2017 the Principal Healthcare Innovators Index ETF MSCI ESG Fund Quality Score is 4.16 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 11st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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BTEC Top 10 Countries

BTEC Top 10 Sectors

BTEC Top 10 Holdings View All

BTEC Summary Data

Principal
08/19/16
Open-Ended Fund
0.42%
$44.84M
$56.01K
0.51%

BTEC Portfolio Data

$5.57B
-11.09
6.23
0.00%
12/27/17
142

BTEC Index Data

NASDAQ U.S. Healthcare Innovators Index
Market Cap
Proprietary
Thomson Reuters US Healthcare

Related ETFs to BTEC

XLV, VHT, IYH, FHLC, PSCH
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

BTEC Portfolio Management

0.42%
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--
--

BTEC Tax Exposures

20% / 39.6%
--
Qualified dividends
No

BTEC Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
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LAST 10 TRADES
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Bats BZX Real-time Quote - 21:06:56
Daily Spread
Premium/Discount
Volume

BTEC Factset Analytics Block Liquidity

As of 11/20/17
5
4
3
2
1

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 Tradability

1,637
$56.01K
1,062
$34.35K
0.51%
$0.16
-0.1%
5.36% / -6.17%
None
100%
50,000
0.02
0.04%
0.05%
--
$29.95
4

BTEC Sector/Industry BreakdownView All

BTECSegment Benchmark
43.32% 10.98%

BTEC Geographic Exposure

BTECSegment Benchmark
99.83% 99.67%
0.02% 0.33%
0.07% --
0.08% --

BTECSegment Benchmark
99.83% 99.67%
0.10% 0.33%
0.07% --
99.93% / 0.07% 100.00% / 0.00%

BTEC Performance Statistics

0.57
1.82
1.79
2.34
1.03%
Thomson Reuters US Healthcare

BTEC MSCI ESG Ratings

4.16 / 10
7.56
11.43
1.25%
8.82%
26.74

BTEC BENCHMARK COMPARISON

    BTEC
    142 Holdings
    Segment Benchmark
    320 Constituents
    Shared Holdings
    128 (Count)
     
    6.99% (Weight)
BTECSegment Benchmark
84.53% 6.39%
10.36% 52.67%
4.64% 37.58%
0.47% 3.36%
33.14 -11.09
1.44% 0.07%
Medium Low