Key stats
About SPDR® MSCI USA STRATEGICFACTORS ETF
Expense ratio
0.15%
Home page
Inception date
Apr 16, 2015
QUS follows a multifactor strategy to target the large- and mid-cap segments of the US equity market. The fund tracks an index consisting of three single-factor subindexes MSCI USA Value Weighted, MSCI USA Minimum Volatility and MSCI USA Quality, all of which are equally weighted at semi-annual rebalance. The index also aims to meet the Regulated Investment Company (RIC) requirements by employing a capping methodology, so that no individual constituent exceeds 25% of index weight and the aggregate weight of constituents with over 5% weight in the index are capped at 50% weight of the portfolio. While QUS is not literally a fund of funds, it can be thought of as such since there are stand-alone ETFs tracking each of its subindexes.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Health Technology
Stock breakdown by region