Skip to Content

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.

IQ Engender Equality ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EQUL

  • Current Portfolio Date
  • Equity Holdings 75
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.76
98,817
Communication Services
1.73
97,269
Consumer Cyclical
1.72
96,465
Consumer Cyclical
1.66
93,419
Consumer Cyclical
1.62
90,839
Technology
1.57
88,344
Communication Services
1.57
88,198
Financial Services
1.55
87,104
Technology
1.51
84,955
Healthcare
1.51
84,678
Communication Services