iShares MSCI USA Quality Factor ETF (QUAL)
162.21
+0.87
(+0.54%)
USD |
BATS |
May 07, 13:15
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.15% | 0.02% | 42.82B | 1.273M |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.12% | 58.00% | 5.566B | 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 | 10.80 yrs |
Jennifer Hsui | 10.80 yrs |
Paul Whitehead | 2.33 yrs |
Performance Versus Category
As of May 06, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 06, 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 | 10.80 yrs |
Jennifer Hsui | 10.80 yrs |
Paul Whitehead | 2.33 yrs |