IShares MSCI USA Quality Factor ETF QUAL holds a diverse collection of stocks with strong balance sheets and stable earnings growth that should deliver better long-term risk-adjusted performance than the Russell 1000 Index. It earns a Morningstar Analyst Rating of Silver.
Morningstar’s Analysis QUAL
Will QUAL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of QUAL’s parent organization’s priorities and whether they’re in line with investors’ interests.