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Morningstar

IQ FTSE International Eq Ccy Netrl ETF HFXI

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

Morningstar’s Analysis HFXI

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

  • People Pillar

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

A sound investment process and strong management team underpin IQ FTSE International Eq Ccy Netrl ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HFXI

More HFXI 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

U.S. Dollar

50.83 322.8 Mil
Derivative

Novo Nordisk A/S Class B

2.35 14.9 Mil
Healthcare

ASML Holding NV

2.16 13.7 Mil
Technology

Samsung Electronics Co Ltd

1.52 9.6 Mil
Technology

Nestle SA

1.41 9.0 Mil
Consumer Defensive

Toyota Motor Corp

1.29 8.2 Mil
Consumer Cyclical

AstraZeneca PLC

1.25 7.9 Mil
Healthcare

Shell PLC

1.22 7.7 Mil
Energy

SAP SE

1.19 7.5 Mil
Technology

Novartis AG Registered Shares

1.14 7.2 Mil
Healthcare