Morningstar

iShares MSCI USA Quality Factor ETF QUAL

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis QUAL

Will QUAL 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 QUAL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QUAL 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 QUAL’s parent organization’s priorities and whether they’re in line with investors’ interests.

Low-cost exposure to high-quality companies.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares MSCI USA Quality Factor ETF features the market's most profitable companies while minimizing exposure to firms with excessive debt. These traits are linked to market-beating returns and should support long-term outperformance.

by Zachary Evens
Rated on Published on

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Portfolio Holdings QUAL

More QUAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.99 4B
Technology

Apple Inc

7.25 4B
Technology

NVIDIA Corp

6.12 3B
Technology

Meta Platforms Inc Class A

4.61 2B
Communication Services

Eli Lilly and Co

3.93 2B
Healthcare

TJX Companies Inc

3.65 2B
Consumer Cyclical

Visa Inc Class A

3.42 2B
Financial Services

Lam Research Corp

3.09 1B
Technology

ExxonMobil Holdings Corp

2.47 1B
Energy

Applied Materials Inc

2.46 1B
Technology

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