NYLI Candriam U.S. Mid Cap Equity ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
NYLI Candriam U.S. Mid Cap Equity ETF IQSM
Morningstar’s Analysis IQSM
Will IQSM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IQSM 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 IQSM’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
TechnipFMC PLC | 1.17 | 4M | Energy |
Twilio Inc Class A | 1.15 | 4M | Technology |
Revolution Medicines Inc Ordinary Shares | 1.12 | 4M | Healthcare |
nVent Electric PLC | 1.10 | 4M | Industrials |
XPO Inc | 1.08 | 4M | Industrials |
Sterling Infrastructure Inc | 1.06 | 3M | Industrials |
MACOM Technology Solutions Holdings Inc | 1.01 | 3M | Technology |
Fabrinet | 0.96 | 3M | Technology |
United Therapeutics Corp | 0.96 | 3M | Healthcare |
MasTec Inc | 0.96 | 3M | Industrials |
United States