The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
NYLI Candriam U.S. Large Cap Equity ETF IQSU
Morningstar’s Analysis IQSU
Will IQSU 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 36.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 10.11 | 37.7 Mil | Technology |
Apple Inc | 9.70 | 36.1 Mil | Technology |
Tesla Inc | 2.82 | 10.5 Mil | Consumer Cyclical |
Alphabet Inc Class A | 2.67 | 10.0 Mil | Communication Services |
Alphabet Inc Class C | 2.40 | 8.9 Mil | Communication Services |
UnitedHealth Group Inc | 2.13 | 7.9 Mil | Healthcare |
Visa Inc Class A | 1.73 | 6.5 Mil | Financial Services |
Procter & Gamble Co | 1.65 | 6.1 Mil | Consumer Defensive |
Mastercard Inc Class A | 1.63 | 6.1 Mil | Financial Services |
The Home Depot Inc | 1.59 | 5.9 Mil | Consumer Cyclical |