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VALQ
Upturn stock rating

American Century STOXX U.S. Quality Value ETF (VALQ)

Upturn stock rating
$64.82
Last Close (24-hour delay)
Profit since last BUY7.87%
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Consider higher Upturn Star rating
BUY since 113 days
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Upturn Advisory Summary

10/24/2025: VALQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 25.71%
Avg. Invested days 71
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

Key Highlights

Volume (30-day avg) -
Beta 0.94
52 Weeks Range 52.00 - 63.82
Updated Date 06/29/2025
52 Weeks Range 52.00 - 63.82
Updated Date 06/29/2025

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American Century STOXX U.S. Quality Value ETF

stock logo

ETF Overview

overview logo Overview

The American Century STOXX U.S. Quality Value ETF (QUAL) seeks to provide investment results that closely correspond to the performance of the STOXX USA 900 Quality Value Index. The fund focuses on investing in U.S. companies with quality and value characteristics.

reliability logo Reputation and Reliability

American Century Investments has a solid reputation as a well-established asset manager with a long history in the investment industry.

reliability logo Management Expertise

American Century has a dedicated team of investment professionals with experience in quantitative investing and factor-based strategies.

Investment Objective

overview logo Goal

Seeks investment results that correspond to the performance of the STOXX USA 900 Quality Value Index.

Investment Approach and Strategy

Strategy: The fund aims to track the STOXX USA 900 Quality Value Index, which selects companies based on quality and value factors.

Composition The ETF primarily holds U.S. equities selected for their quality and value characteristics.

Market Position

Market Share: Data unavailable.

Total Net Assets (AUM): Information unavailable.

Competitors

overview logo Key Competitors

  • VTV
  • IJS
  • IUSV

Competitive Landscape

The quality value ETF market is competitive with several established players. QUAL offers a factor-based approach, which may appeal to investors seeking systematic exposure. Competitors like VTV offer broader value exposure, while others target small-cap value. QUAL's advantage lies in its quality and value focus, but it may have a smaller market presence compared to larger funds. Lack of AUM data makes specific comparison impossible.

Financial Performance

Historical Performance: Performance data not available to analyze

Benchmark Comparison: Comparison data to benchmark not available.

Expense Ratio: Data unavailable

Liquidity

Average Trading Volume

Average trading volume data for assessing liquidity is not available.

Bid-Ask Spread

Data regarding bid-ask spread is not available.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth, and market conditions influence the performance of quality and value stocks, which in turn affects QUAL's returns.

Growth Trajectory

Without available data on assets under management and performance, the growth trajectory cannot be evaluated.

Moat and Competitive Advantages

Competitive Edge

QUAL's competitive edge lies in its specific combination of quality and value factors as defined by the STOXX index. This targeted approach may appeal to investors looking for a systematic way to access these factors. American Century's expertise in quantitative investing further strengthens the fund's appeal. However, smaller size and less liquid trading volume may be disadvantages compared to larger, more established funds. Further data is needed for a full assessment.

Risk Analysis

Volatility

Volatility data is unavailable to calculate fund's historical volatility.

Market Risk

QUAL is subject to market risk inherent in equity investments, particularly in the U.S. stock market. The value and quality factors can experience periods of underperformance relative to the broader market. Specific risks depend on the sectors and individual companies held within the fund.

Investor Profile

Ideal Investor Profile

The ideal investor is one seeking exposure to U.S. equities with a focus on quality and value factors. Investors should have a moderate to long-term investment horizon.

Market Risk

QUAL is suitable for long-term investors and those seeking a factor-based approach to value investing.

Summary

The American Century STOXX U.S. Quality Value ETF seeks to track the STOXX USA 900 Quality Value Index, focusing on U.S. companies with strong quality and value characteristics. The fund is managed by American Century Investments, offering a systematic approach to factor-based investing. Data concerning the fund's total net assets, market share, and expense ratio is currently unavailable. As a result, a comprehensive comparison with key competitors cannot be properly executed. Due to the lack of financial data and further available information a detailed evaluation of the fund's strengths and weaknesses canu2019t be assessed.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • American Century Investments Website
  • STOXX Website
  • Various Financial Data Providers

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share data and performance information are subject to change.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About American Century STOXX U.S. Quality Value ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal market conditions, the fund invests at least 80% of its assets in the component securities of the underlying index. The underlying index is designed to select securities of large- and mid-capitalization companies that are undervalued or have sustainable income.