Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.09% -0.10% 367.93M 33515.90
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.16% 19.00% -69.42M Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that track (before fees and expenses) the price and yield performance of its underlying index, the IQ Candriam U.S. Large Cap Equity Index. The Advisor employs a "passive management" - or indexing - investment approach designed to track the performance of the underlying index. 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. -null-.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name IndexIQ
Prospectus Benchmark Index
IQ Candriam U.S. Large Cap Equity TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Greg Barrato 4.29 yrs
Francis Ok 0.50 yrs

Performance Versus Category

 
20%
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5%
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View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 22, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
28.24%
30.54%
-22.10%
32.97%
1.20%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
5.50%
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27.77%
4.32%
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27.70%
5.45%
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30.28%
7.79%
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--
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2.53%
As of April 22, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 99.95% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.05% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that track (before fees and expenses) the price and yield performance of its underlying index, the IQ Candriam U.S. Large Cap Equity Index. The Advisor employs a "passive management" - or indexing - investment approach designed to track the performance of the underlying index. 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. -null-.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name IndexIQ
Prospectus Benchmark Index
IQ Candriam U.S. Large Cap Equity TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Greg Barrato 4.29 yrs
Francis Ok 0.50 yrs

Top Portfolio Holders

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