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IQ U.S. Small Cap ETF CSML

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.

An incline in its Process Pillar rating is the primary driver of IQ U.S. Small Cap ETF's upgrade to a Morningstar Medalist Rating of Silver from Neutral.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings CSML

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P Small-Cap ETF

0.88 1.6 Mil

Nkarta Inc Ordinary Shares

0.61 1.1 Mil
Healthcare

Y-mAbs Therapeutics Inc

0.60 1.1 Mil
Healthcare

Sana Biotechnology Inc Ordinary Shares

0.55 1.0 Mil
Healthcare

Sterling Infrastructure Inc

0.50 915,504
Industrials

Iovance Biotherapeutics Inc

0.47 847,192
Healthcare

ImmunityBio Inc Ordinary Shares

0.47 845,540
Healthcare

IES Holdings Inc

0.46 835,172
Industrials

Oscar Health Inc Class A

0.45 808,821
Healthcare

Boise Cascade Co

0.42 766,125
Basic Materials