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IQ Candriam U.S. Large Cap Equity ETF IQSU

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings IQSU

  • Current Portfolio Date
  • Equity Holdings 325
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.55
30,675,696
Technology
8.85
28,449,814
Technology
4.38
14,065,667
Consumer Cyclical
3.89
12,496,209
Technology
2.99
9,621,842
Communication Services
2.59
8,329,831
Communication Services
2.55
8,182,291
Consumer Cyclical
1.88
6,027,910
Energy
1.80
5,795,917
Healthcare
1.79
5,765,883
Healthcare