QUAL
iShares Edge MSCI U.S.A. Quality Factor ETFQUAL Fund Description
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. QUAL has decent on-screen and underlying liquidity. Historically it has tracked its index well—we'll see if the fund delivers its new index with similar efficiency. Its low fee certainly helps. Don't be alarmed by the index change: QUAL has beefy AUM, led by strong institutional interest from Arizona State Retirement System.
QUAL MSCI ESG Analytics Insight
iShares Edge MSCI U.S.A. Quality Factor ETF has an MSCI ESG Fund Rating of A based on a score of 6.85 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Edge MSCI U.S.A. Quality Factor ETF ranks in the 83th percentile within its peer group and in the 90th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
QUAL MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
QUAL Charts And Performance
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QUAL Summary Data
QUAL Portfolio Data
QUAL Index Data
QUAL Portfolio Management
QUAL Tax Exposures
QUAL Fund Structure
QUAL 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 Tradability
QUAL Top 10 Holdings[View All]
QUAL Performance Statistics
QUAL MSCI ESG Ratings
QUAL Benchmark Comparison Summary
QUAL
QUAL Benchmark Comparison Market Cap Size
QUAL
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