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Morningstar

IQ Winslow Large Cap Growth ETF IWLG

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

Morningstar’s Analysis IWLG

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

  • People Pillar

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

IQ Winslow Large Cap Growth ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 IWLG

More IWLG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.53 3.2 Mil
Technology

Amazon.com Inc

8.25 2.3 Mil
Consumer Cyclical

NVIDIA Corp

6.78 1.9 Mil
Technology

Meta Platforms Inc Class A

5.12 1.4 Mil
Communication Services

Apple Inc

4.92 1.4 Mil
Technology

Broadcom Inc

3.32 920,747
Technology

Alphabet Inc Class A

2.72 752,807
Communication Services

Alphabet Inc Class C

2.69 746,705
Communication Services

Intuitive Surgical Inc

2.62 725,699
Healthcare

ServiceNow Inc

2.47 683,407
Technology