SPDR MSCI USA StrategicFactors ETF (QUS)

Overview

The fund is a financial entity that focuses on investing a minimum of 80% of its total assets into the securities that compose its benchmark index. This index is developed to capture the performance of large and mid-cap companies across the U.S. equity market, with a special focus on the elements of value, quality, and low volatility. These criteria aim to provide a balanced and diversified portfolio for investors seeking steady growth with potentially reduced risk. The uniqueness of the fund lies in its method of combining three specific MSCI Factor Indices into a single composite index, thereby leveraging the strengths of each to optimize investment outcomes.

Products and Services

• MSCI USA Value Weighted Index

  This component of the fund's investment strategy emphasizes stocks that are deemed to offer value, basing selections on fundamental price measures such as book value, earnings, and sales. It aims to identify undervalued companies with strong potential for growth, making it a cornerstone for investors looking to capitalize on market inefficiencies.

• MSCI USA Quality Index

  Focuses on companies exhibiting high-quality characteristics such as high return on equity, stable year-over-year earnings growth, and low financial leverage. This segment of the fund is designed for investors who prioritize stability and are looking to invest in companies with strong fundamentals that are likely to sustain their performance over time.

• MSCI USA Minimum Volatility Index

  Targets securities that have historically demonstrated lower volatility compared to the broader market. This strategy aims to reduce the fund's exposure to market downturns, catering to investors who prefer a defensive approach to equity investment. By including this index, the fund intends to mitigate risk while still offering the potential for appreciation.