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Morningstar

IQ US Large Cap R&D Leaders ETF LRND

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

Morningstar’s Analysis LRND

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

  • People Pillar

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

A sound investment process and strong management team underpin IQ US Large Cap R&D Leaders ETF's Morningstar Medalist Rating of Bronze.

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 LRND

More LRND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

9.95 706,529
Communication Services

Amazon.com Inc

8.27 587,161
Consumer Cyclical

Apple Inc

6.47 459,485
Technology

Meta Platforms Inc Class A

5.89 418,112
Communication Services

Microsoft Corp

5.46 387,854
Technology

Merck & Co Inc

5.21 369,693
Healthcare

Johnson & Johnson

2.94 209,073
Healthcare

Intel Corp

2.36 167,362
Technology

General Motors Co

2.19 155,538
Consumer Cyclical

Pfizer Inc

2.13 151,506
Healthcare