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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 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.

Diversified exposure to high-quality companies.

Associate Analyst Zachary Evens

Zachary Evens

Associate Analyst

Summary

IShares MSCI USA Quality Factor ETF QUAL features the market's most profitable companies while minimizing exposure to firms taking on excessive debt. This should smooth the ride for investors and support better risk-adjusted returns than the Russell 1000 Index. It earns a Morningstar Analyst Rating of Silver.

by Zachary Evens
Rated on Published on

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Portfolio Holdings QUAL

More QUAL Holdings
  • Current Portfolio Date
  • Equity Holdings 125
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.50
1,633,058,831
Technology

Microsoft Corp

4.69
1,392,077,721
Technology

Apple Inc

4.60
1,365,575,654
Technology

Visa Inc Class A

4.53
1,345,543,996
Financial Services

Meta Platforms Inc Class A

4.09
1,213,443,390
Communication Services

Mastercard Inc Class A

3.87
1,149,687,798
Financial Services

Nike Inc Class B

3.00
889,580,154
Consumer Cyclical

ConocoPhillips

2.64
785,252,583
Energy

Broadcom Inc

2.64
782,752,456
Technology

Atmos Energy Corp

2.60
772,603,447
Utilities