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Morningstar

IQ Candriam U.S. Large Cap Equity ETF IQSU

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

Morningstar’s Analysis IQSU

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

  • People Pillar

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

IQ Candriam U.S. Large Cap Equity ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 IQSU

More IQSU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.03 37.4 Mil
Technology

Apple Inc

8.39 31.3 Mil
Technology

Amazon.com Inc

5.05 18.8 Mil
Consumer Cyclical

Alphabet Inc Class A

3.08 11.5 Mil
Communication Services

Alphabet Inc Class C

2.71 10.1 Mil
Communication Services

Eli Lilly and Co

2.27 8.5 Mil
Healthcare

Exxon Mobil Corp

1.78 6.6 Mil
Energy

UnitedHealth Group Inc

1.66 6.2 Mil
Healthcare

Tesla Inc

1.63 6.1 Mil
Consumer Cyclical

Visa Inc Class A

1.59 5.9 Mil
Financial Services