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Morningstar

IQ 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 sizable cost advantage over competitors, priced within the least expensive 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 15.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pinterest Inc Class A

1.74 118,639
Communication Services

Tyler Technologies Inc

1.60 109,132
Technology

Boston Scientific Corp

1.57 106,799
Healthcare

International Flavors & Fragrances Inc

1.56 106,249
Basic Materials

Essex Property Trust Inc

1.55 105,251
Real Estate

Welltower Inc

1.53 103,763
Real Estate

Organon & Co Ordinary Shares

1.52 103,424
Healthcare

General Motors Co

1.51 102,965
Consumer Cyclical

Bank of America Corp

1.50 101,893
Financial Services

American Water Works Co Inc

1.49 101,477
Utilities