(QUAL) USA Quality Factor - BATS
ETF Category: Large Blend | Exchange: BATS (USA) | Market Cap: 45.336m USD | Total Return: 20% in 12m
Avg Turnover: 392M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The iShares MSCI USA Quality Factor ETF (QUAL) tracks the MSCI USA Sector Neutral Quality Index, focusing on U.S. large- and mid-cap stocks characterized by high return on equity, stable year-over-year earnings growth, and low financial leverage. Under its mandate, the fund invests a minimum of 80% of its assets in index components, with the remaining 20% reserved for derivatives and cash equivalents to manage liquidity or track the index more efficiently.
The underlying index utilizes a quality-score overlay on the MSCI USA Index, effectively screening for companies with robust balance sheets and consistent profitability across various economic cycles. This methodology often leads to higher concentrations in the Information Technology and Healthcare sectors, where business models frequently generate high free cash flow and require lower capital expenditures. Investors can utilize ValueRay to compare these quality metrics against broader market benchmarks. By prioritizing fundamental strength over simple market capitalization, the fund aims to mitigate volatility during periods of market contraction.
- High profitability and low debt companies drive underlying index performance
- S&P 500 earnings growth correlates with heavy technology and healthcare weightings
- Federal Reserve interest rate shifts impact valuations of high-quality growth stocks
- Corporate earnings resilience determines relative outperformance during economic slowdowns
- Institutional demand for factor-based strategies influences fund inflow and liquidity levels
As of June 26, 2026, the stock is trading at USD 213.25 with a total of 1,537,368 shares traded. Over the past week, the price has changed by -0.56%, over one month by -1.00%, over three months by +10.05% and over the past year by +20.01%.
Current recommended Stop Loss: 206.90 (which is 3% or 2.4 ATR below the current price).
USA Quality Factor has no consensus analysts rating.