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IQ Engender Equality ETF EQUL

Medalist Rating as of | See New York Life Investment Hub

Morningstar’s Analysis EQUL

Will EQUL outperform in future?

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

A strong management team and sound investment process underpin IQ Engender Equality ETF's Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research


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

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Portfolio Holdings EQUL

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD

Globant SA

1.56 116,783

GitLab Inc Class A

1.52 114,368

Paramount Global Class B

1.50 112,760
Communication Services

Ford Motor Co

1.50 112,461
Consumer Cyclical

Citigroup Inc

1.44 108,224
Financial Services

Autodesk Inc

1.43 107,717

S&P Global Inc

1.42 106,474
Financial Services

Moody's Corporation

1.42 106,380
Financial Services

Illumina Inc

1.41 106,200

Prudential Financial Inc

1.41 105,736
Financial Services