NYLI Candriam U.S. Large Cap Equity ETF
Shareclass
NYLI Candriam U.S. Large Cap Equity ETF (IQSU)
Type
Exchange-traded fund
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 294 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
NYLI Candriam U.S. Large Cap Equity ETF IQSU
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.08% of assets$279,551 invested
- 2. Procter & Gamble Co1.64% of assets$5.68M invested
- 3. Marriott International Inc Class A0.23% of assets$799,876 invested
- 4. Biogen Inc0.09% of assets$302,690 invested
- 5. Welltower Inc0.39% of assets$1.35M invested
- 6. Mastercard Inc Class A1.83% of assets$6.32M invested
- 7. Bank of America Corp1.14% of assets$3.93M invested
- 8. Citigroup Inc0.53% of assets$1.84M invested
- 9. General Mills Inc0.14% of assets$467,139 invested
- 10. Xylem Inc0.12% of assets$407,000 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Roblox Corp Ordinary Shares - Class A0.12% of assets$420,096 invested
- 2. Markel Group Inc0.1% of assets$336,530 invested
- 3. NVR Inc0.09% of assets$304,264 invested
- 4. Nucor Corp0.12% of assets$402,056 invested
- 5. Snowflake Inc Ordinary Shares - Class A0.19% of assets$652,604 invested
- 6. Fair Isaac Corp0.18% of assets$625,170 invested
- 7. Charter Communications Inc Class A0.14% of assets$490,882 invested
- 8. Cintas Corp0.29% of assets$997,026 invested
- 9. Expeditors International of Washington Inc0.07% of assets$237,734 invested
- 10. Cincinnati Financial Corp0.09% of assets$320,257 invested
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Financial performance
Performance data provided by
Find more financial data on IQSU at Morningstar.com
Find more financial data on IQSU at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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