Market conditions of strong recent price appreciation coupled with high valuations have the potential to benefit from resilient positioning that doesn’t seek significant tracking error to broader market benchmarks.
Complementing Core Equities While Seeking Improved Portfolio Efficiency
Source: Morningstar. Data as of 9/30/23 from IQSU inception: 12/20/19. The Sharpe Ratio shown is by dividing annualized excess returns by annualized standard deviation. It is not possible to invest in an index. Standard deviation is the statistical measure of market volatility, measuring how widely prices are dispersed from the average price. Core bonds represented by the Bloomberg US Aggregate Bond Index.
The performance of an index may assume reinvestment of dividends and income, or follow other index-specific methodologies and criteria, but does not reflect the impact of fees, applicable taxes or trading costs which, unlike an index, may reduce the returns of a other investments. Investors cannot invest in an index. Because of these differences, the performance of an index should not be relied upon as an accurate measure of comparison.
Click on the "Explore IQSU" for the most current fund page, which includes, the prospectus, investment objectives, performance, risk, and other important information. Returns represent past performance which is no guarantee of future results. Current performance may be lower or higher. Investment return and principal value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost. Visit newyorklifeinvestments.com/funds or newyorklifeinvestments.com/etf and for the most recent month-end performance.
Consider IQ Candriam U.S. Large Cap Equity ETF
Innovative approach to large-cap equities investing
Offers passive broad market exposure while leveraging the industry-leading research data of Candriam.
Core equity holding
Diversified equity exposure can help investors capture income and capital appreciation potential within different economic sectors†.
Low-cost resilient solution
A differentiated large-cap strategy within a cost-effective (9bps) and tax-sensitive ETF structure.
†Diversification cannot prevent a loss or guarantee a profit.
Fund shares are not individually redeemable and will be issued and redeemed at their NAV only through certain authorized broker-dealers in large, specified blocks of shares called "creation units”, and otherwise, can be bought and sold only through exchange trading. Creation units are issued and redeemed principally in-kind.