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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.

A strong management team and sound investment process underpin IQ Healthy Hearts ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 HART

More HART Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.56 477,173
Technology

UnitedHealth Group Inc

5.56 476,847
Healthcare

Johnson & Johnson

5.35 459,125
Healthcare

Novartis AG Registered Shares

5.25 449,920
Healthcare

Pfizer Inc

5.18 444,189
Healthcare

Abbott Laboratories

5.10 437,403
Healthcare

Eli Lilly and Co

4.92 422,092
Healthcare

AstraZeneca PLC

4.92 422,079
Healthcare

Alphabet Inc Class A

4.77 409,167
Communication Services

Novo Nordisk A/S Class B

4.67 400,896
Healthcare