Morningstar

NYLI Engender Equality ETF EQUL

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

Morningstar’s Analysis EQUL

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

  • People Pillar

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

A strong management team and sound investment process underpin IQ Engender Equality 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EQUL

More EQUL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VF Corp

1.71 126,838
Consumer Cyclical

Kellanova Co

1.69 125,960
Consumer Defensive

Zillow Group Inc Class C

1.65 122,672
Communication Services

Affirm Holdings Inc Ordinary Shares - Class A

1.63 120,964
Technology

PayPal Holdings Inc

1.60 118,679
Financial Services

DoorDash Inc Ordinary Shares - Class A

1.55 114,845
Communication Services

Accenture PLC Class A

1.50 111,724
Technology

Globant SA

1.50 111,678
Technology

Bank of New York Mellon Corp

1.49 110,610
Financial Services

BlackRock Inc

1.49 110,567
Financial Services

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