Morningstar

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.

A mild but smart multifactor bet.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

SPDR MSCI USA Strategic Factors ETF is a well-constructed index strategy whose breadth, complementary factor tilts, and defensive orientation should continue to drive strong long-term risk-adjusted performance.

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 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

3.30 46.7 Mil
Technology

Microsoft Corp

2.83 40.0 Mil
Technology

NVIDIA Corp

2.43 34.3 Mil
Technology

Meta Platforms Inc Class A

2.39 33.8 Mil
Communication Services

Eli Lilly and Co

2.36 33.4 Mil
Healthcare

UnitedHealth Group Inc

2.17 30.6 Mil
Healthcare

Johnson & Johnson

1.74 24.5 Mil
Healthcare

Visa Inc Class A

1.69 23.8 Mil
Financial Services

Mastercard Inc Class A

1.60 22.6 Mil
Financial Services

Costco Wholesale Corp

1.31 18.5 Mil
Consumer Defensive

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