Morningstar

NYLI Winslow Focused Large Cap Gr ETF IWFG

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

Morningstar’s Analysis IWFG

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

  • People Pillar

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

IQ Winslow Focused Large Cap Growth ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IWFG

More IWFG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.39 1.1 Mil
Technology

NVIDIA Corp

7.84 769,172
Technology

Amazon.com Inc

7.81 766,992
Consumer Cyclical

Alphabet Inc Class C

4.86 477,201
Communication Services

Broadcom Inc

4.75 465,972
Technology

Apple Inc

4.60 451,044
Technology

Meta Platforms Inc Class A

3.64 357,072
Communication Services

Analog Devices Inc

3.22 316,296
Technology

Mastercard Inc Class A

3.13 306,976
Financial Services

Spotify Technology SA

3.13 306,794
Communication Services

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