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Morningstar

IQ 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 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.

IQ CBRE Real Assets ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 31.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Public Storage

4.71 243,060
Real Estate

Simon Property Group Inc

4.66 240,445
Real Estate

Realty Income Corp

3.63 187,221
Real Estate

NextEra Energy Inc

3.29 169,833
Utilities

Equinix Inc

3.10 159,966
Real Estate

Welltower Inc

3.02 155,885
Real Estate

CSX Corp

2.90 149,566
Industrials

WEC Energy Group Inc

2.46 127,053
Utilities

Targa Resources Corp

2.16 111,786
Energy

Enbridge Inc

1.91 98,796
Energy