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Morningstar

IQ Candriam U.S. Mid Cap Equity ETF IQSM

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

Morningstar’s Analysis IQSM

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

  • 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.

A strong management team and sound investment process underpin IQ Candriam U.S. Mid Cap Equity ETF's Morningstar Medalist Rating of Bronze.

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 IQSM

More IQSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Williams-Sonoma Inc

1.08 2.2 Mil
Consumer Cyclical

GoDaddy Inc Class A

1.01 2.0 Mil
Technology

Reliance Inc

1.01 2.0 Mil
Basic Materials

EMCOR Group Inc

0.93 1.9 Mil
Industrials

Nutanix Inc Class A

0.92 1.9 Mil
Technology

Packaging Corp of America

0.86 1.7 Mil
Consumer Cyclical

Masco Corp

0.86 1.7 Mil
Industrials

Owens-Corning Inc

0.86 1.7 Mil
Industrials

Neurocrine Biosciences Inc

0.81 1.6 Mil
Healthcare

Host Hotels & Resorts Inc

0.79 1.6 Mil
Real Estate