QUAL iShares MSCI USA Quality Factor ETF
What is QUAL?
QUAL tracks an index of US large- and mid-cap stocks, selected and weighted by high ROE, stable earnings growth and low debt/equity, relative to peers in each sector.
QUAL Factset Analytics Insight
Seeking to capture higher quality stocks within GICS sectors, QUAL make its selections from the large- and mid-cap MSCI universe by considering "quality" factors: high ROE, low debt/equity, and stable earnings growth. The fund changed its exposure following a September 1, 2015 index change, foregoing some of its earlier sector biases in favor of an underlying index with sector weighting that looks more like our benchmark, while applying quality factors to the stocks within those sectors. The new portfolio is expected to take less active risk (compared with the old index) relative to pure cap-weighted exposure. Historically QUAL has tracked its index well. QUAL has had strong institutional interest.
QUAL Summary Data
QUAL Portfolio Data
QUAL Index Data
QUAL Portfolio Management
QUAL Tax Exposures
QUAL Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of QUAL. QUAL is rated a 5 out of 5.
QUAL Sector/Industry Breakdown
QUAL Top 10 Holdings
QUAL Performance Statistics
QUAL Economic Development
QUAL Benchmark Comparison Summary
QUAL Benchmark Comparison Market Cap Size