Morningstar

NYLI Global Equity R&D Leaders ETF WRND

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

Morningstar’s Analysis WRND

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

  • People Pillar

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

A strong management team and sound investment process underpin IQ Global Equity R&D Leaders 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WRND

More WRND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.70 388,055
Consumer Cyclical

Meta Platforms Inc Class A

4.42 300,955
Communication Services

Alphabet Inc Class A

4.17 284,127
Communication Services

Apple Inc

3.39 230,705
Technology

Microsoft Corp

2.76 187,620
Technology

Merck & Co Inc

2.50 169,974
Healthcare

Samsung Electronics Co Ltd

2.28 154,927
Technology

Volkswagen AG Participating Preferred

2.07 140,693
Consumer Cyclical

Roche Holding AG

2.00 136,330
Healthcare

Johnson & Johnson

1.69 114,910
Healthcare

Sponsor Center