iShares MSCI USA Quality Factor ETF (QUAL)
157.56
-0.11
(-0.07%)
USD |
BATS |
Apr 24, 16:00
156.00
-1.56
(-0.99%)
Pre-Market: 09:05
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.15% | -0.00% | 41.53B | 1.920M |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.15% | 58.00% | 6.408B | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the MSCI USA Sector Neutral Quality Index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics. The fund generally will invest at least 80% of its assets in the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | iShares |
Prospectus Benchmark Index | |
MSCI USA Sector Neutral Quality GR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Greg Savage | 10.72 yrs |
Jennifer Hsui | 10.72 yrs |
Paul Whitehead | 2.25 yrs |
Performance Versus Category
As of April 24, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 24, 2024.
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the MSCI USA Sector Neutral Quality Index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics. The fund generally will invest at least 80% of its assets in the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | iShares |
Prospectus Benchmark Index | |
MSCI USA Sector Neutral Quality GR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Greg Savage | 10.72 yrs |
Jennifer Hsui | 10.72 yrs |
Paul Whitehead | 2.25 yrs |