Morningstar

NYLIM Candriam U.S. Large Cap Equity ETF IQSU

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

Morningstar’s Analysis IQSU

Will IQSU 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 IQSU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IQSU 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 IQSU’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. Large 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
Rated on Published on

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Portfolio Holdings IQSU

More IQSU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

10.27 36M
Technology

Microsoft Corp

5.40 19M
Technology

Alphabet Inc Class A

5.18 18M
Communication Services

Amazon.com Inc

4.78 17M
Consumer Cyclical

Alphabet Inc Class C

4.46 16M
Communication Services

Micron Technology Inc

3.48 12M
Technology

Tesla Inc

3.22 11M
Consumer Cyclical

Advanced Micro Devices Inc

3.02 11M
Technology

Visa Inc Class A

1.68 6M
Financial Services

Intel Corp

1.60 6M
Technology

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