Morningstar

NYLIM Winslow Focused Large Cap Growth ETF IWFG

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

Morningstar’s Analysis IWFG

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

  • People Pillar

    The People Pillar is our evaluation of the IWFG 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 IWFG’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM Winslow Focused Large Cap Gr ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings IWFG

More IWFG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.19 9M
Technology

Alphabet Inc Class C

10.86 7M
Communication Services

Amazon.com Inc

6.47 4M
Consumer Cyclical

Microsoft Corp

5.69 4M
Technology

Apple Inc

5.10 3M
Technology

Seagate Technology Holdings PLC

4.65 3M
Technology

Broadcom Inc

3.98 2M
Technology

Meta Platforms Inc Class A

3.73 2M
Communication Services

Mastercard Inc Class A

3.57 2M
Financial Services

GE Vernova Inc

3.51 2M
Industrials

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