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Morningstar

SPDR® MSCI USA StrategicFactors ETF QUS

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis QUS

Will QUS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QUS’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the QUS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of QUS’s parent organization’s priorities and whether they’re in line with investors’ interests.

Multifactor exposure with solid downside protection.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

SPDR MSCI USA Strategic Factors ETF QUS is a sturdy, low-cost fund whose diversification and complementary factor tilts should give it an attractive risk/reward tradeoff over the long term.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings QUS

More QUS Holdings
  • Current Portfolio Date
  • Equity Holdings 608
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.30
36,802,013
Technology

Apple Inc

3.06
34,124,518
Technology

NVIDIA Corp

2.47
27,518,065
Technology

Eli Lilly and Co

2.43
27,056,038
Healthcare

Meta Platforms Inc Class A

2.36
26,327,723
Communication Services

UnitedHealth Group Inc

2.24
24,953,877
Healthcare

Broadcom Inc

1.83
20,333,659
Technology

Visa Inc Class A

1.79
19,906,817
Financial Services

Johnson & Johnson

1.68
18,730,563
Healthcare

Mastercard Inc Class A

1.44
16,045,017
Financial Services