Skip to Content
Morningstar

IQ Healthy Hearts ETF HART

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

Morningstar’s Analysis HART

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

  • People Pillar

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

IQ Healthy Hearts 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HART

More HART Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.64 490,094
Communication Services

AstraZeneca PLC

5.56 483,334
Healthcare

Novo Nordisk A/S Class B

5.27 457,342
Healthcare

Eli Lilly and Co

4.94 429,291
Healthcare

Pfizer Inc

4.92 427,014
Healthcare

UnitedHealth Group Inc

4.84 420,493
Healthcare

Novartis AG Registered Shares

4.79 416,068
Healthcare

Johnson & Johnson

4.79 415,896
Healthcare

Apple Inc

4.72 410,122
Technology

Abbott Laboratories

4.66 404,618
Healthcare