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IQ Healthy Hearts ETF HART

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.

An incline in People Pillar rating is the primary driver of IQ Healthy Hearts ETF's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings HART

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

6.02 554,821
Communication Services

AstraZeneca PLC

5.81 535,571
Healthcare

Novo Nordisk A/S Class B

5.23 481,693
Healthcare

Apple Inc

5.13 472,442
Technology

Pfizer Inc

5.04 463,926
Healthcare

Eli Lilly and Co

4.99 459,727
Healthcare

Novartis AG Registered Shares

4.84 445,817
Healthcare

UnitedHealth Group Inc

4.81 442,749
Healthcare

Johnson & Johnson

4.58 421,892
Healthcare

Abbott Laboratories

4.23 390,031
Healthcare