Morningstar

NYLI FTSE International Equity Currency Neutral ETF HFXI

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

Morningstar’s Analysis HFXI

Will HFXI outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLI FTSE International Eq Ccy Netrl ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Dollar

47.06 817M
Derivative

Samsung Electronics Co Ltd

4.26 74M
Technology

SK Hynix Inc

3.23 56M
Technology

ASML Holding NV

2.35 41M
Technology

HSBC Holdings PLC

1.20 21M
Financial Services

Roche Holding AG Ordinary Shares new

1.15 20M
Healthcare

Novartis AG Registered Shares

1.09 19M
Healthcare

AstraZeneca PLC

1.04 18M
Healthcare

Nestle SA

0.97 17M
Consumer Defensive

Shell PLC

0.90 16M
Energy

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