Morningstar

NYLIM Candriam U.S. Mid Cap Equity ETF IQSM

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Management Investment Hub

Morningstar’s Analysis IQSM

Will IQSM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IQSM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IQSM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IQSM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM Candriam U.S. Mid Cap Equity ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings IQSM

More IQSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Guardant Health Inc

0.92 3M
Healthcare

US Foods Holding Corp

0.85 3M
Consumer Defensive

Viatris Inc

0.83 3M
Healthcare

Roku Inc Class A

0.82 3M
Communication Services

MACOM Technology Solutions Holdings Inc

0.82 3M
Technology

Semtech Corp

0.79 3M
Technology

TD Synnex Corp

0.78 3M
Technology

C.H. Robinson Worldwide Inc

0.75 3M
Industrials

Nutanix Inc Class A

0.74 3M
Technology

ITT Inc

0.74 3M
Industrials

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