Key stats
About IQ Winslow Large Cap Growth ETF
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Inception date
Jun 23, 2022
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
New York Life Investment Management LLC
Distributor
Alps Distributors, Inc.
IWLG actively invests in US large-cap firms believed to provide an opportunity for achieving superior portfolio returns, also known as growth stocks. Eligible securities initially undergo a qualitative assessment involving an evaluation of their non-financial performance with accordance to certain ESG factors. The adviser then utilizes a bottom-up investment approach in stock selection and targets firms that address market growth opportunities, lead in market share, have competitive advantages, high capital returns, and cash flow growth, and exhibit sound corporate governance. Prior to Aug. 28, 2024, the fund name was branded under IndexIQ and used a non-transparent ETF structure.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Retail Trade
Stocks99.42%
Technology Services37.90%
Electronic Technology19.51%
Retail Trade11.32%
Health Technology8.52%
Finance5.63%
Consumer Services5.31%
Producer Manufacturing3.92%
Consumer Durables2.64%
Commercial Services2.52%
Process Industries1.19%
Non-Energy Minerals0.96%
Bonds, Cash & Other0.58%
Mutual fund0.58%
Cash0.00%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history