BTEC Principal Healthcare Innovators Index ETF
What is BTEC?
BTEC is actively managed to hold equities of small- and mid-cap healthcare firms in the US. The fund uses a proprietary, quantitative model to construct the portfolio.
BTEC Factset Analytics Insight
BTEC seeks long-term capital growth by investing in small- and mid-cap companies in the Russell 3000 Healthcare Index. To build the portfolio, the fund utilizes a proprietary, quantitative model that emphasizes growth stocks and excludes the least liquid securities. The fund invests significantly in the healthcare equipment and supplies, pharmaceuticals, biotechnology, and life sciences industries, particularly in early-stage companies that are not yet consistently profitable. In constructing the model and managing the portfolio, the fund adviser uses insights from multiple sources, including internal research, industry reports, and third-party data. While the portfolio expects to rebalance at least annually, the fund adviser may make adjustments at its discretion. On July 15, 2022, the fund ceased tracking the NASDAQ U.S. Health Care Innovators Index and transitioned to an active management strategy.
BTEC Summary Data
BTEC Portfolio Data
BTEC Index Data
BTEC Portfolio Management
BTEC Tax Exposures
BTEC Fund Structure
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
BTEC Performance Statistics
BTEC Economic Development
BTEC Benchmark Comparison Summary
BTEC Benchmark Comparison Market Cap Size