HART – NYLI Healthy Hearts ETF – ETF Stock Quote | Morningstar

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Will HART outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HART’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A sound investment process and strong management team underpin IQ Healthy Hearts ETF's 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 Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 26, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 48.7

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Pfizer Inc	5.05	458,132	Healthcare
Alphabet Inc Class A	5.04	456,946	Communication Services
Abbott Laboratories	5.03	456,556	Healthcare
Apple Inc	5.02	455,723	Technology
UnitedHealth Group Inc	4.92	446,627	Healthcare
Johnson & Johnson	4.92	446,405	Healthcare
Novartis AG Registered Shares	4.85	440,322	Healthcare
Eli Lilly and Co	4.79	434,655	Healthcare
AstraZeneca PLC	4.55	412,975	Healthcare
Novo Nordisk AS Class B	4.54	411,903	Healthcare

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