iShares MSCI USA Quality Factor (QUAL)

Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US46432F3394 • Large Blend

Stocks, Large Caps, US Equities, Quality Stocks

The iShares MSCI USA Quality Factor ETF is an exchange-traded fund (ETF) that primarily invests in a diversified portfolio of US stocks, with a focus on quality companies. Specifically, the fund allocates at least 80% of its assets to the component securities of the underlying index, which is based on the MSCI USA Index.

This ETF uses a smart beta strategy, which means it selects and weights stocks based on specific factors that are believed to drive returns, such as profitability, earnings quality, and financial health. This approach aims to provide a more targeted and efficient way to invest in the US stock market.

In addition to its equity holdings, the fund may also invest up to 20% of its assets in derivatives, such as futures, options, and swap contracts, as well as cash and cash equivalents. This allows the fund to manage risk, gain exposure to specific market segments, and optimize its investment strategy.

The ETF is listed on the BATS exchange under the ticker symbol QUAL and is managed by BlackRock, a leading global asset manager. For more information, investors can visit the iShares website at http://www.ishares.com.

As a US-domiciled fund, the iShares MSCI USA Quality Factor ETF is subject to US regulations and taxation. This may have implications for investors' tax liabilities and investment decisions.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for iShares MSCI USA Quality Factor (QUAL)

Overall Trend and Yearly Seasonality

Drawdown / Underwater Chart for iShares MSCI USA Quality Factor (QUAL)

QUAL ETF Overview

Market Cap in USD 44,175m
Category Large Blend
TER 0.15%
IPO / Inception 2013-07-16

QUAL ETF Ratings

Growth 5y 8.11
Fundamental -
Dividend 4.76
Rel. Performance vs Sector 0.31
Analysts -
Fair Price Momentum 169.09 USD
Fair Price DCF -

QUAL Dividends

Yield 12m 1.09%
Yield on Cost 5y 2.28%
Dividends CAGR 5y -2.22%
Payout Consistency 99.1%

QUAL Growth Ratios

Growth 12m 31.78%
Growth Correlation 12m 73%
Growth Correlation 3m 10%
CAGR 5y 15.92%
CAGR/Mean DD 5y 2.30
Sharpe Ratio 12m 2.20
Alpha vs SP500 12m 3.09
Beta vs SP500 5y weekly 1.03
ValueRay RSI 66.22
Volatility GJR Garch 1y 10.14%
Price / SMA 50 3.19%
Price / SMA 200 13.13%
Current Volume 753.7k
Average Volume 20d 1014.4k

External Links for QUAL ETF

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What is the price of QUAL stocks?
As of May 30, 2024, the stock is trading at USD 166.93 with a total of 753,734 shares traded.
Over the past week, the price has changed by +0.41%, over one month by +5.01%, over three months by +4.74% and over the past year by +31.78%.
What are the forecast for QUAL stock price target?
According to ValueRays Forecast Model, QUAL iShares MSCI USA Quality Factor will be worth about 188.7 in May 2025. The stock is currently trading at 166.93. This means that the stock has a potential upside of +13.05%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 188.7 13.0