The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
NYLI Candriam U.S. Mid Cap Equity ETF IQSM
Morningstar’s Analysis IQSM
Will IQSM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
EMCOR Group Inc | 1.00 | 2.3 Mil | Industrials |
Packaging Corp of America | 0.94 | 2.2 Mil | Consumer Cyclical |
Masco Corp | 0.89 | 2.1 Mil | Industrials |
Burlington Stores Inc | 0.88 | 2.1 Mil | Consumer Cyclical |
Manhattan Associates Inc | 0.86 | 2.0 Mil | Technology |
Yum China Holdings Inc | 0.83 | 1.9 Mil | Consumer Cyclical |
Pentair PLC | 0.79 | 1.9 Mil | Industrials |
RPM International Inc | 0.78 | 1.8 Mil | Basic Materials |
Toll Brothers Inc | 0.77 | 1.8 Mil | Consumer Cyclical |
KeyCorp | 0.76 | 1.8 Mil | Financial Services |