Latest news with #QUAL
Yahoo
11-07-2025
- Business
- Yahoo
Is iShares MSCI USA Quality Factor ETF (QUAL) a Strong ETF Right Now?
The iShares MSCI USA Quality Factor ETF (QUAL) was launched on 07/16/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Blend category of the market. For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment. Investors who believe in market efficiency should consider market cap indexes, as they replicate market returns in a low-cost, convenient, and transparent way. However, some investors believe in the possibility of beating the market through exceptional stock selection, and choose a different type of fund that tracks non-cap weighted strategies: smart beta. This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics. Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results. The fund is managed by Blackrock. QUAL has been able to amass assets over $53.52 billion, making it one of the largest ETFs in the Style Box - All Cap Blend. This particular fund seeks to match the performance of the MSCI USA Sector Neutral Quality Index before fees and expenses. The MSCI USA Sector Neutral Quality Index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index which includes U.S. large and mid capitalization stocks. For ETF investors, expense ratios are an important factor when considering a fund's return; in the long-term, cheaper funds actually have the ability to outperform their more expensive cousins if all other things remain the same. Operating expenses on an annual basis are 0.15% for QUAL, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 1.01%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. Representing 33% of the portfolio, the fund has heaviest allocation to the Information Technology sector; Financials and Consumer Discretionary round out the top three. When you look at individual holdings, Nvidia Corp (NVDA) accounts for about 6.4% of the fund's total assets, followed by Microsoft Corp (MSFT) and Apple Inc (AAPL). Its top 10 holdings account for approximately 41.43% of QUAL's total assets under management. The ETF has gained about 4.28% so far this year and is up roughly 6.95% in the last one year (as of 07/11/2025). In the past 52-week period, it has traded between $152.42 and $186.85 The ETF has a beta of 1.04 and standard deviation of 17.21% for the trailing three-year period, making it a medium risk choice in the space. With about 129 holdings, it effectively diversifies company-specific risk . iShares MSCI USA Quality Factor ETF is a reasonable option for investors seeking to outperform the Style Box - All Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider. iShares Core S&P Total U.S. Stock Market ETF (ITOT) tracks S&P Total Market Index and the Vanguard Total Stock Market ETF (VTI) tracks CRSP US Total Market Index. iShares Core S&P Total U.S. Stock Market ETF has $72.02 billion in assets, Vanguard Total Stock Market ETF has $506.04 billion. ITOT has an expense ratio of 0.03% and VTI changes 0.03%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - All Cap Blend To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares MSCI USA Quality Factor ETF (QUAL): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
01-07-2025
- Automotive
- Yahoo
Is O'Reilly Automotive (ORLY) a Defensive Stock?
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q1 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 66.0% and 59.4% on a gross and net basis, since inception through March 31, 2025. It also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis. In Q1 2025, the fund outperformed QUAL by 5.3% and 5.2% on a gross and net basis, and we outperformed the S&P 500 by 5.2% and 5.1% on a gross and net basis. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Qualivian Investment Partners highlighted stocks such as O'Reilly Automotive, Inc. (NASDAQ:ORLY). O'Reilly Automotive, Inc. (NASDAQ:ORLY) is a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories. The one-month return of O'Reilly Automotive, Inc. (NASDAQ:ORLY) was -1.37%, and its shares gained 33.02% of their value over the last 52 weeks. On June 30, 2025, O'Reilly Automotive, Inc. (NASDAQ:ORLY) stock closed at $90.13 per share, with a market capitalization of $77.047 billion. Qualivian Investment Partners stated the following regarding O'Reilly Automotive, Inc. (NASDAQ:ORLY) in its Q1 2025 investor letter: "In part as a result of this sector rotation, our top 3 contributors in the quarter were O'Reilly Automotive, Inc. (NASDAQ:ORLY), Berkshire Hathaway (BRK.B), and Arthur J. Gallagher (AJG). A mechanic working on a car in an auto shop, skillfully replacing the aftermarket parts. O'Reilly Automotive, Inc. (NASDAQ:ORLY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 58 hedge fund portfolios held O'Reilly Automotive, Inc. (NASDAQ:ORLY) at the end of the first quarter, which was 63 in the previous quarter. While we acknowledge the potential of O'Reilly Automotive, Inc. (NASDAQ:ORLY) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered O'Reilly Automotive, Inc. (NASDAQ:ORLY) and shared the list of best consumer cyclical stocks to buy. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of ORLY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
01-07-2025
- Business
- Yahoo
Here's Why Arthur J. Gallagher (AJG) Outperformed in Q1
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q1 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 66.0% and 59.4% on a gross and net basis, since inception through March 31, 2025. It also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis. In Q1 2025, the fund outperformed QUAL by 5.3% and 5.2% on a gross and net basis, and we outperformed the S&P 500 by 5.2% and 5.1% on a gross and net basis. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Qualivian Investment Partners highlighted stocks such as Arthur J. Gallagher & Co. (NYSE:AJG). Arthur J. Gallagher & Co. (NYSE:AJG) provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services. The one-month return of Arthur J. Gallagher & Co. (NYSE:AJG) was -7.28%, and its shares gained 22.18% of their value over the last 52 weeks. On June 30, 2025, Arthur J. Gallagher & Co. (NYSE:AJG) stock closed at $320.12 per share, with a market capitalization of $81.968 billion. Qualivian Investment Partners stated the following regarding Arthur J. Gallagher & Co. (NYSE:AJG) in its Q1 2025 investor letter: "Arthur J. Gallagher & Co. (NYSE:AJG) and BRO are P&C insurance brokers that serve small and medium-sized businesses. They are one of the larger brokers serving this customer segment. Many smaller brokers cannot afford the technology investment required (primarily in customer relationship management and risk management/pricing software areas) and do not have the product breadth to be competitive. They are losing share to AJG and BRO and many are being consolidated by these firms on an economically accretive basis. Both firms are led by members of the founding family. We see both firms as secular quality compounders for the foreseeable future. An insurance broker talking to a client, demonstrating the trust of their services. Arthur J. Gallagher & Co. (NYSE:AJG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 52 hedge fund portfolios held Arthur J. Gallagher & Co. (NYSE:AJG) at the end of the first quarter, which was 77 in the previous quarter. While we acknowledge the potential of Arthur J. Gallagher & Co. (NYSE:AJG) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Arthur J. Gallagher & Co. (NYSE:AJG) and shared the list of best insurance stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of NOW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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First Post
18-06-2025
- Sport
- First Post
Women's T20 World Cup 2026: India start campaign against Pakistan on 14 June; full fixtures announced
Hosts England will start the Women's T20 World Cup 2026 tournament with a match against Sri Lanka on 12 June while India face Pakistan in their campaign opener. read more Women's T20 World Cup 2026 will kick off on 12 June in England. Image: PTI Hosts England will kick off their 2026 Women's T20 World Cup campaign against Sri Lanka at Edgbaston on June 12 while holders New Zealand begin their title defence against the West Indies a day later, the International Cricket Council said on Wednesday. Group 1 includes record six-times champions Australia, two-times runners-up South Africa, 2020 finalists India and Pakistan, as well as two teams from the Global Qualifier tournament. Women's T20 World Cup 2026 format New Zealand, 2009 champions England, Sri Lanka, 2016 winners West Indies and the other two teams from the Global Qualifier are in Group 2. The top two teams from Group 1 and Group 2 will advance to the semi-finals of the biennial T20 international tournament, which will be contested by 12 teams for the first time. STORY CONTINUES BELOW THIS AD 'World Cups are always special, but this one already feels different – it has the potential to be truly game-changing,' England captain Nat Sciver-Brunt said in a statement. More from First Cricket 'Playing on home soil, for the biggest prize, against the best players in the world, it's going to be unmissable. I can't wait to be a part of it.' Edgbaston will also host a clash between Asian rivals India and Pakistan on June 14. Hampshire Bowl, Headingley, Old Trafford, The Oval, Bristol County Ground and Lord's are the other venues. The final will take place at Lord's on July 5. Women's T20 World Cup 2026: Full list of fixtures Date Time Match Venue Fri, 12 Jun 18:30 ENG vs SL Edgbaston Sat, 13 Jun 18:30 WI vs NZ Hampshire Bowl Sun, 14 Jun 10:30 QUAL vs QUAL Edgbaston Sun, 14 Jun 14:30 IND vs PAK Edgbaston Sat, 13 Jun 10:30 QUAL vs QUAL Old Trafford Sat, 13 Jun 14:30 AUS vs SA Old Trafford Tue, 16 Jun 14:30 NZ vs SL Hampshire Bowl Tue, 16 Jun 18:30 ENG vs QUAL Hampshire Bowl Wed, 17 Jun 10:30 AUS vs QUAL Headingley Wed, 17 Jun 14:30 IND vs QUAL Headingley Wed, 17 Jun 18:30 SA vs PAK Edgbaston Thu, 18 Jun 18:30 WI vs QUAL Headingley Fri, 19 Jun 18:30 NZ vs QUAL Hampshire Bowl Sat, 20 Jun 10:30 AUS vs PAK Headingley Sat, 20 Jun 14:30 PAK vs QUAL Hampshire Bowl Sun, 21 Jun 10:30 WI vs SL Bristol County Ground Sun, 21 Jun 14:30 SA vs IND Old Trafford Tue, 23 Jun 10:30 NZ vs QUAL Bristol County Ground Tue, 23 Jun 14:30 SL vs QUAL Bristol County Ground Wed, 24 Jun 18:30 ENG vs WI Lord's Thu, 25 Jun 14:30 IND vs QUAL Old Trafford Thu, 25 Jun 18:30 SA vs QUAL Bristol County Ground Fri, 26 Jun 18:30 SL vs QUAL Old Trafford Sat, 27 Jun 10:30 PAK vs QUAL Bristol County Ground Sat, 27 Jun 18:30 ENG vs NZ The Oval Sun, 28 Jun 10:30 SA vs QUAL Lord's Sun, 28 Jun 14:30 AUS vs IND Lord's Tue, 30 Jun 14:30 SEMI-FINAL 1 The Oval Thu, 2 Jul 18:30 SEMI-FINAL 2 Lord's Sun, 5 Jul 14:30 FINAL Lord's
Time of India
18-06-2025
- Sport
- Time of India
Women's T20 World Cup schedule: India to face Pakistan on June 14, 2026; Check full schedule
Get ready for the ICC Women's T20 World Cup 2026. India and Pakistan will clash at Edgbaston on June 14. England and Sri Lanka will play the opening match on June 12. The tournament spans from June 12 to July 5 across seven venues. The final match will be at Lord's. Twelve teams will compete in two groups. Tired of too many ads? Remove Ads Women's T20 World Cup: Full schedule Date Time Match Venue Fri, 12 Jun 18:30 ENG vs SL Edgbaston Sat, 13 Jun 18:30 WI vs NZ Hampshire Bowl Sun, 14 Jun 10:30 QUAL vs QUAL Edgbaston Sun, 14 Jun 14:30 IND vs PAK Edgbaston Sat, 13 Jun 10:30 QUAL vs QUAL Old Trafford Sat, 13 Jun 14:30 AUS vs SA Old Trafford Tue, 16 Jun 14:30 NZ vs SL Hampshire Bowl Tue, 16 Jun 18:30 ENG vs QUAL Hampshire Bowl Wed, 17 Jun 10:30 AUS vs QUAL Headingley Wed, 17 Jun 14:30 IND vs QUAL Headingley Wed, 17 Jun 18:30 SA vs PAK Edgbaston Thu, 18 Jun 18:30 WI vs QUAL Headingley Fri, 19 Jun 18:30 NZ vs QUAL Hampshire Bowl Sat, 20 Jun 10:30 AUS vs PAK Headingley Sat, 20 Jun 14:30 PAK vs QUAL Hampshire Bowl Sun, 21 Jun 10:30 WI vs SL Bristol County Ground Sun, 21 Jun 14:30 SA vs IND Old Trafford Tue, 23 Jun 10:30 NZ vs QUAL Bristol County Ground Tue, 23 Jun 14:30 SL vs QUAL Bristol County Ground Wed, 24 Jun 18:30 ENG vs WI Lord's Thu, 25 Jun 14:30 IND vs QUAL Old Trafford Thu, 25 Jun 18:30 SA vs QUAL Bristol County Ground Fri, 26 Jun 18:30 SL vs QUAL Old Trafford Sat, 27 Jun 10:30 PAK vs QUAL Bristol County Ground Sat, 27 Jun 18:30 ENG vs NZ The Oval Sun, 28 Jun 10:30 SA vs QUAL Lord's Sun, 28 Jun 14:30 AUS vs IND Lord's Tue, 30 Jun 14:30 SEMI-FINAL 1 The Oval Thu, 2 Jul 18:30 SEMI-FINAL 2 Lord's Sun, 5 Jul 14:30 FINAL Lord's ICC Women's T20 World Cup: Group structure The International Cricket Council (ICC) on Wednesday announced the schedule for the Women's T20 World Cup , featuring 12 teams. Spanning 24 days, the tournament will take place from June 12 to July 5, 2026, and will feature a total of 33 matches across seven venues in is set to face their archrivals Pakistan in the opening match of the ICC Women's T20 World Cup 2026 at Edgbaston on June tournament will kick off with the host nation England taking on Sri Lanka on June 12 at Edgbaston. Following the highly anticipated clash between India and Pakistan, the remaining matches will be held at venues including Hampshire Bowl, Headingley, Old Trafford, The Oval, Bristol County Ground, and Lord's. The semifinals are scheduled for The Oval on June 30 and July 2, with the final set to take place at Lord's on July 12 teams are divided into two groups of six. Group 1 includes six-time champions Australia, last tournament's runners-up South Africa, India, Pakistan, and two qualifying teams. Meanwhile, Group 2 features defending champions New Zealand, West Indies, Sri Lanka, host nation England, along with two qualifying teams. The top two teams from each group will progress to the their opening match against Pakistan, India will continue their campaign at Headingley against a qualifying team on June 17, followed by a match against South Africa at Old Trafford on June 21. India will also face the second qualifying team from Group 1 on June 25 at Old Trafford, before their significant encounter with Australia on June 28 at the iconic Lord's.
