NYLI Winslow Focused Large Cap Gr ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
NYLI Winslow Focused Large Cap Growth ETF IWFG
Morningstar’s Analysis IWFG
Will IWFG 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 IWFG 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 IWFG’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 67.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 14.30 | 8M | Technology |
Microsoft Corp | 9.13 | 5M | Technology |
Apple Inc | 8.61 | 5M | Technology |
Alphabet Inc Class C | 8.26 | 5M | Communication Services |
Amazon.com Inc | 6.85 | 4M | Consumer Cyclical |
Broadcom Inc | 4.74 | 3M | Technology |
GE Vernova Inc | 4.39 | 3M | Industrials |
Meta Platforms Inc Class A | 4.14 | 2M | Communication Services |
Trane Technologies PLC Class A | 3.72 | 2M | Industrials |
Analog Devices Inc | 3.40 | 2M | Technology |
United States