HART – NYLI Healthy Hearts ETF – ETF Stock Quote | Morningstar

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Will HART outperform in future?

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Process Pillar

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

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

A strong management team and sound investment process underpin NYLI Healthy Hearts ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 1, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 48.7

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Alphabet Inc Class A	5.19	468,908	Communication Services
Abbott Laboratories	5.09	459,918	Healthcare
Pfizer Inc	5.01	453,387	Healthcare
UnitedHealth Group Inc	5.01	453,224	Healthcare
Apple Inc	5.01	453,099	Technology
Johnson & Johnson	4.96	448,064	Healthcare
Novartis AG Registered Shares	4.83	436,604	Healthcare
Eli Lilly and Co	4.68	422,781	Healthcare
AstraZeneca PLC	4.56	412,363	Healthcare
Novo Nordisk AS Class B	4.32	390,635	Healthcare

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