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 15.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Affirm Holdings Inc Ordinary Shares - Class A

1.75 129,621
Technology

Kellanova Co

1.70 126,007
Consumer Defensive

Zillow Group Inc Class C

1.70 125,911
Communication Services

VF Corp

1.66 123,544
Consumer Cyclical

PayPal Holdings Inc

1.56 116,100
Financial Services

DoorDash Inc Ordinary Shares - Class A

1.53 113,769
Communication Services

eBay Inc

1.52 112,884
Consumer Cyclical

WEX Inc

1.50 111,178
Technology

Bank of New York Mellon Corp

1.50 111,106
Financial Services

Bristol-Myers Squibb Co

1.50 111,100
Healthcare

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