Morningstar

NYLIM U.S. Large Cap R&D Leaders ETF LRND

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

Morningstar’s Analysis LRND

Will LRND outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM U.S. Large Cap R&D Leaders ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 70.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

17.30 80M
Technology

Alphabet Inc Class A

12.40 57M
Communication Services

Apple Inc

9.24 43M
Technology

Microsoft Corp

7.41 34M
Technology

Meta Platforms Inc Class A

4.42 20M
Communication Services

Amazon.com Inc

4.41 20M
Consumer Cyclical

Advanced Micro Devices Inc

4.37 20M
Technology

Eli Lilly and Co

4.37 20M
Healthcare

Broadcom Inc

4.36 20M
Technology

Cisco Systems Inc

1.87 9M
Technology

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