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Morningstar

IQ U.S. Small Cap ETF CSML

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

Morningstar’s Analysis CSML

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSML

More CSML Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

A-Mark Precious Metals Inc

0.26 299,631
Financial Services

Cash

0.26 297,850
Cash and Equivalents

Argan Inc

0.26 293,344
Industrials

Encore Wire Corp

0.25 284,645
Industrials

Ligand Pharmaceuticals Inc

0.24 280,541
Healthcare

Centerspace

0.24 270,281
Real Estate

Envestnet Inc

0.23 269,388
Technology

Lyell Immunopharma Inc Ordinary Shares

0.23 267,062
Healthcare

The GEO Group Inc

0.23 266,132
Industrials

Zeta Global Holdings Corp Class A

0.23 265,464
Technology