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
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HART Top 10 Holdings
HART Performance Statistics
HART Countries
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HART Regions
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HART Economic Development
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HART Benchmark Comparison Summary
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HART Benchmark Comparison Market Cap Size
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