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NYSEArca - Nasdaq Real Time Price USD

NYLI Candriam U.S. Mid Cap Equity ETF (IQSM)

29.74
+0.16
+(0.54%)
As of April 22 at 3:59:57 PM EDT. Market Open.

ETF Summary

The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market-capitalization weighting methodology. Under normal circumstances, at least 80% of the value of its assets in U.S. equity securities of mid-capitalization companies.

ETF Overview

Category Mid-Cap Blend
Fund Family New York Life Investment Management LLC
Net Assets 203.12M
YTD Daily Total Return -11.75%
Yield 1.25%
Legal Type Exchange Traded Fund

ETF Operations

Attributes IQSM Category Average
Annual Report Expense Ratio (net) 0.15% 0.88%
Holdings Turnover 0.00% 63.09%
Total Net Assets 9,969.77 9,969.77

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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