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Morningstar

IQ Winslow Large Cap Growth ETF IWLG

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

Morningstar’s Analysis IWLG

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

  • People Pillar

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

An incline in People Pillar rating is the primary driver of IQ Winslow Large Cap Growth ETF's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 IWLG

More IWLG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.45 3.4 Mil
Technology

Amazon.com Inc

8.78 2.4 Mil
Consumer Cyclical

NVIDIA Corp

7.67 2.1 Mil
Technology

Apple Inc

5.50 1.5 Mil
Technology

Alphabet Inc Class A

4.05 1.1 Mil
Communication Services

Meta Platforms Inc Class A

3.80 1.0 Mil
Communication Services

Alphabet Inc Class C

3.51 951,619
Communication Services

Broadcom Inc

3.23 875,082
Technology

Intuitive Surgical Inc

2.61 707,884
Healthcare

Adobe Inc

2.57 697,022
Technology