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Morningstar

IQ Engender Equality ETF EQUL

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EQUL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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 cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EQUL

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

Paramount Global Class B

1.52 104,188
Communication Services

General Motors Co

1.48 101,610
Consumer Cyclical

American Express Co

1.47 100,363
Financial Services

Hasbro Inc

1.46 100,001
Consumer Cyclical

HubSpot Inc

1.46 99,722
Technology

Citigroup Inc

1.46 99,708
Financial Services

Kellanova Co

1.45 99,536
Consumer Defensive

Bank of America Corp

1.45 99,340
Financial Services

Ford Motor Co

1.44 98,370
Consumer Cyclical

Cummins Inc

1.43 97,762
Industrials