LRND – NYLI U.S. Large Cap R&D Leaders ETF – ETF Stock Quote | Morningstar

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Will LRND outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LRND’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A sound investment process and strong management team underpin IQ US Large Cap R&D Leaders ETF's Morningstar Medalist Rating of Bronze.

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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 Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 26, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 49.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Amazon.com Inc	8.46	635,607	Consumer Cyclical
Alphabet Inc Class A	7.90	593,802	Communication Services
Meta Platforms Inc Class A	6.79	509,920	Communication Services
Apple Inc	6.41	481,887	Technology
Microsoft Corp	5.21	391,629	Technology
Merck & Co Inc	4.23	318,009	Healthcare
Johnson & Johnson	3.19	239,987	Healthcare
Intel Corp	2.42	181,816	Technology
Bristol-Myers Squibb Co	2.21	166,248	Healthcare
Pfizer Inc	2.13	159,770	Healthcare

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