HART IQ Healthy Hearts ETF
What is HART?
HART tracks a market-cap-weighted index composed of global stocks with favorable health-related ESG ratings.
HART Factset Analytics Insight
HART targets global firms that are positively-rated for health standards reflecting the initiatives of the American Heart Association. This includes companies involved in curing heart diseases or helping limit cardiovascular risks by adopting a healthy lifestyle. Although companies of any capitalization from both developed and emerging economies are generally eligible for inclusion, the fund excludes countries believed to have oppressive regimes. The fund also has exclusionary screens for controversial activities, such as those involved in vices, weapons, animal testing and GMOs. Companies that make the cut receive an ESG score based on the fund’s “healthy heart” theme. The top 50-80 stocks constitute the fund’s concentrated portfolio. Stocks are then weighted by market cap, with individual stock weights capped at 5%. The index is rebalanced on a quarterly basis.
HART Summary Data
Fund Flows
HART Portfolio Data
HART Index Data
HART Portfolio Management
HART Tax Exposures
HART Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of HART. HART is rated a 4 out of 5.
HART Tradability
HART Sector/Industry Breakdown
Benchmark
HART Top 10 Holdings
HART Performance Statistics
HART Countries
Benchmark
HART Regions
Benchmark
HART Economic Development
Benchmark
HART Benchmark Comparison Summary
Benchmark
HART Benchmark Comparison Market Cap Size
Benchmark
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Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.