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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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.06 38.0 Mil
Technology

NVIDIA Corp

2.78 34.5 Mil
Technology

Meta Platforms Inc Class A

2.77 34.4 Mil
Communication Services

Broadcom Inc

2.48 30.9 Mil
Technology

Apple Inc

2.44 30.3 Mil
Technology

Eli Lilly and Co

2.24 27.9 Mil
Healthcare

UnitedHealth Group Inc

1.78 22.2 Mil
Healthcare

Visa Inc Class A

1.75 21.8 Mil
Financial Services

Johnson & Johnson

1.61 20.0 Mil
Healthcare

Mastercard Inc Class A

1.51 18.7 Mil
Financial Services