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Morningstar

IQ MacKay ESG Core Plus Bond ETF ESGB

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

Morningstar’s Analysis ESGB

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

  • People Pillar

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

IQ MacKay ESG Core Plus Bond ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ESGB

More ESGB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future Sept 24

6.49 14.9 Mil
Government

Ultra US Treasury Bond Future Sept 24

4.57 10.5 Mil
Government

US Treasury Bond Future Sept 24

3.43 7.9 Mil
Government

United States Treasury Bonds 4.5%

1.81 4.2 Mil
Government

United States Treasury Notes 4.875%

1.24 2.8 Mil
Government

United States Treasury Notes 1.375%

1.11 2.6 Mil
Government

United States Treasury Notes 4.625%

0.76 1.7 Mil
Government

United States Treasury Bills 0%

0.76 1.7 Mil
Government

Government National Mortgage Association 3%

0.71 1.6 Mil
Securitized

Fnma Pass-Thru I 6.5%

0.68 1.5 Mil
Securitized