IQSMNYLI Candriam U.S. Mid Cap Equity ETF
Seeks investment results that correspond to the price and yield performance of the NYLI Candriam U.S. Mid Cap Equity Index.
By New York Life Investment Management LLC · Launched 2022
Annual Cost
0.15%
#612 of 5,861 · low cost
Fund Size
$337M
#1,901 of 5,861 · large
Return (1Y)Goal
+19.3%
Track Record
3 years
#2,756 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,064+20.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Index tracking
Focus
ESG
Index tracked
NYLI Candriam US Mid Cap Equity Index
What it actually holds
By weightConcentration
Top 10 holdings = 10.5% of fund✓ well diversified
TECHNIPFMC PLC
1.3%
FABRINET
1.1%
REVOLUTION MEDICINES INC
1.1%
XPO INC
1.1%
MASTEC INC
1.1%
UNITED THERAPEUTICS CORP
1.1%
NVENT ELECTRIC PLC
1.0%
ALBEMARLE CORP
1.0%
TWILIO INC
0.9%
CH ROBINSON WORLDWIDE INC
0.9%
Asset allocation
Stocks
100.0%
Preferred
0.0%
By sector
Industrials
20.7%
Technology
18.8%
Healthcare
14.9%
Financial Services
12.4%
Consumer Cyclical
9.6%
Real Estate
9.6%
Basic Materials
4.5%
Consumer Defensive
4.2%
Other
5.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.1%Moderate
Year-on-year price swings
Max drawdown
-23.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.50Below average
Sortino (3Y)
0.73Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond to the price and yield performance of the NYLI Candriam U.S. Mid Cap Equity Index.
- Strategy
- Employs a passive management approach designed to track the NYLI Candriam U.S. Mid Cap Equity Index, investing primarily in U.S. mid-cap equity securities that meet ESG criteria. Concentrated in sectors such as industrials, consumer discretionary, and information technology, with at least 80% of assets in securities that meet the Underlying Index's ESG selection process.
- Inception date
- October 24, 2022
- Fund family
- New York Life Investment Management LLC
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Data updated on 2026-08-04