Morningstar

State Street® 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 the 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.

A multifactor approach that cuts back on risk.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

SPDR MSCI USA StrategicFactors ETF provides a low-cost defensive portfolio of large US stocks that should offer better risk-adjusted performance than the Morningstar US Large-Mid Index and many of its large-blend category peers.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings QUS

More QUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

3.07 47M
Technology

Microsoft Corp

2.86 44M
Technology

NVIDIA Corp

2.64 41M
Technology

Meta Platforms Inc Class A

2.48 38M
Communication Services

Eli Lilly and Co

2.29 35M
Healthcare

Johnson & Johnson

1.93 30M
Healthcare

Visa Inc Class A

1.88 29M
Financial Services

Cisco Systems Inc

1.48 23M
Technology

Mastercard Inc Class A

1.48 23M
Financial Services

Alphabet Inc Class A

1.39 21M
Communication Services

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