NYLI Candriam U.S. Mid Cap Equity ETF

Shareclass
NYLI Candriam U.S. Mid Cap Equity ETF (IQSM)
Type
Exchange-traded fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund NYLI Candriam U.S. Mid Cap Equity ETF

FUND COVERAGE
# of holdings226
% of assets100%
Score
47 / 100
Rank

79.5 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #223 out of 1,085

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. The Interpublic Group of Companies Inc
         % of fund invested: 0.44%
         $USD invested: $942,902
  • 2. JM Smucker Co
         % of fund invested: 0.5%
         $USD invested: $1.06M
  • 3. New York Times Co Class A
         % of fund invested: 0.4%
         $USD invested: $850,177
  • 4. Ralph Lauren Corp Class A
         % of fund invested: 0.56%
         $USD invested: $1.19M
  • 5. Hasbro Inc
         % of fund invested: 0.46%
         $USD invested: $978,294
  • 6. Jones Lang LaSalle Inc
         % of fund invested: 0.67%
         $USD invested: $1.43M
  • 7. Alcoa Corp
         % of fund invested: 0.44%
         $USD invested: $935,496
  • 8. Zillow Group Inc Class C
         % of fund invested: 0.61%
         $USD invested: $1.28M
  • 9. Zillow Group Inc Class A
         % of fund invested: 0.17%
         $USD invested: $352,643
  • 10. Charles River Laboratories International Inc
         % of fund invested: 0.41%
         $USD invested: $868,117
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. BridgeBio Pharma Inc
         % of fund invested: 0.35%
         $USD invested: $748,297
  • 2. Madrigal Pharmaceuticals Inc
         % of fund invested: 0.31%
         $USD invested: $656,835
  • 3. Primo Brands Corp Ordinary Shares - Class A
         % of fund invested: 0.26%
         $USD invested: $550,920
  • 4. UFP Industries Inc
         % of fund invested: 0.25%
         $USD invested: $533,709
  • 5. Chemed Corp
         % of fund invested: 0.29%
         $USD invested: $616,328
  • 6. Ollie's Bargain Outlet Holdings Inc
         % of fund invested: 0.34%
         $USD invested: $731,384
  • 7. Wingstop Inc
         % of fund invested: 0.28%
         $USD invested: $594,649
  • 8. AutoNation Inc
         % of fund invested: 0.26%
         $USD invested: $544,046
  • 9. Kinsale Capital Group Inc
         % of fund invested: 0.41%
         $USD invested: $872,842
  • 10. Corebridge Financial Inc
         % of fund invested: 0.56%
         $USD invested: $1.19M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund NYLI Candriam U.S. Mid Cap Equity ETF

Totals

Holdings
Assets
Weight
Prisons
2
$1.54M
0.73%
     Prisons high risk
1
$931,393
0.44%
     Private prisons
0
$0
0%
Borders
2
$1.54M
0.73%
     Borders high risk
1
$931,393
0.44%
Total
2
$1.54M
0.73%
Full fund results

Holdings — 2 flagged holdings

1.
Aramark
Prisons
Borders
$931,393
0.44%
Prisons
Borders :
$931,393
0.44%
2.
Synovus Financial Corp
Prisons
Borders
$611,032
0.29%
Prisons
Borders :
$611,032
0.29%
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