Morningstar

NYLI CBRE Real Assets ETF IQRA

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

Morningstar’s Analysis IQRA

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLI CBRE Real Assets ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IQRA

More IQRA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

7.06 485,710
Real Estate

Equinix Inc

3.94 270,989
Real Estate

Simon Property Group Inc

3.13 215,128
Real Estate

Xcel Energy Inc

2.91 199,868
Utilities

WEC Energy Group Inc

2.50 171,940
Utilities

UDR Inc

2.10 144,305
Real Estate

Williams Companies Inc

1.98 135,967
Energy

First Industrial Realty Trust Inc

1.84 126,509
Real Estate

E.ON SE

1.71 117,780
Utilities

Canadian National Railway Co

1.68 115,334
Industrials

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