BTEC

Principal Healthcare Innovators Index ETF
B

22
  • 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 April 23, 2018 the Principal Healthcare Innovators Index ETF MSCI ESG Fund Quality Score is 3.93 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 6th percentile within its peer group and in the 8th 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
COMPARE
RESET
Select ETFs to compare their performance:

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%
$52.87M
$85.89K
0.28%

BTEC Portfolio Data

$5.24B
-12.10
5.23
0.16%
07/02/18
160

BTEC Index Data

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%
--
--
--

BTEC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

BTEC Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

BTEC Factset Analytics Block Liquidity

As of 04/24/18
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

2,420
$85.89K
871
$38.62K
0.28%
$0.09
-0.03%
5.36% / -6.17%
None
100.00%
50,000
0.02
0.04%
0.05%
--
$31.83
4

BTEC Sector/Industry BreakdownView All

BTECSegment Benchmark
42.89% 11.49%

BTEC Geographic Exposure

BTECSegment Benchmark
100.00% 100.05%

BTECSegment Benchmark
100.00% 100.05%
0.00% / 0.00% 0.00% / 0.00%

BTEC Performance Statistics

0.58
1.31
1.48
1.23
0.99%
Thomson Reuters US Healthcare

BTEC MSCI ESG Ratings

3.93 / 10
5.70
7.55
0.65%
5.55%
25.99

BTEC BENCHMARK COMPARISON

    BTEC
    160 Holdings
    Segment Benchmark
    309 Constituents
    Shared Holdings
    144 (Count)
     
    7.36% (Weight)
BTECSegment Benchmark
85.14% 8.80%
9.83% 52.14%
4.55% 34.47%
0.49% 4.59%
49.69 -12.10
1.51% 0.03%

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.