Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.18% 0.15% 6.415M 27.47
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.90% 27.00% -300025.0 Upgrade

Basic Info

Investment Strategy
The investment seeks results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the IQ Global Equity R&D Leaders Index (the “underlying index”). The underlying index seeks to provide exposure to innovative companies by investing in the equities of companies that have high research and development (“R&D”) spending around the world. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the investments included in its underlying index. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Global Large-Stock Blend
Category Index MSCI ACWI NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective World Stock
Fund Owner Firm Name IndexIQ
Prospectus Benchmark Index
IQ Global Equity R&D Leaders NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Greg Barrato 2.23 yrs
Francis Ok 0.58 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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--
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Total Return (NAV)
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--
--
--
--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 06, 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
--
--
--
--
--
--
34.84%
8.80%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
4.76%
22.10%
-7.82%
30.04%
15.05%
23.85%
-17.89%
24.78%
7.55%
24.49%
-9.76%
26.82%
16.61%
18.27%
-18.01%
22.02%
7.10%
18.58%
-1.42%
21.03%
3.04%
13.95%
-12.25%
7.29%
3.32%
22.96%
-8.56%
28.14%
15.78%
22.28%
-17.96%
23.97%
7.63%
As of May 06, 2024.

Asset Allocation

As of May 02, 2024.
Type % Net % Long % Short
Cash 0.01% Upgrade Upgrade
Stock 99.99% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the IQ Global Equity R&D Leaders Index (the “underlying index”). The underlying index seeks to provide exposure to innovative companies by investing in the equities of companies that have high research and development (“R&D”) spending around the world. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the investments included in its underlying index. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Global Large-Stock Blend
Category Index MSCI ACWI NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective World Stock
Fund Owner Firm Name IndexIQ
Prospectus Benchmark Index
IQ Global Equity R&D Leaders NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Greg Barrato 2.23 yrs
Francis Ok 0.58 yrs

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