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Upturn AI SWOT - About
American Century STOXX U.S. Quality Value ETF (VALQ)
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Upturn Advisory Summary
08/14/2025: VALQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 18.7% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 |
Upturn AI SWOT
American Century STOXX U.S. Quality Value ETF
ETF Overview
Overview
The American Century STOXX U.S. Quality Value ETF (QUAL) seeks to provide investment results that correspond to the price and yield performance of the STOXX USA 900 Quality Value Index. This index is designed to represent the performance of U.S. equity securities demonstrating quality and value characteristics. The ETF focuses on companies that exhibit consistent profitability, stability, and attractive valuations.
Reputation and Reliability
American Century Investments has a long-standing reputation as a reliable asset manager with a focus on research-driven investment strategies.
Management Expertise
American Century's management team possesses considerable experience in quantitative and factor-based investing.
Investment Objective
Goal
To track the performance of the STOXX USA 900 Quality Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management investment approach, attempting to replicate the composition of the STOXX USA 900 Quality Value Index.
Composition The ETF holds a portfolio of U.S. equity securities selected based on quality and value factors. It primarily invests in stocks, and may allocate a small portion to cash or cash equivalents.
Market Position
Market Share: Insufficient Data Available
Total Net Assets (AUM): 122700000
Competitors
Key Competitors
- SPDR Portfolio S&P 500 Value ETF (SPYV)
- Vanguard Value ETF (VTV)
- iShares Edge MSCI USA Value Factor ETF (VLUE)
Competitive Landscape
The ETF industry is highly competitive, with several large players offering value-oriented ETFs. QUAL differentiates itself through its specific quality and value factor weighting. The large cap sector is highly competitive, with ETFs differentiated by their underlying index and selection criteria. QUALu2019s blend of quality and value gives it an advantage. However, larger ETFs like VTV have economies of scale.
Financial Performance
Historical Performance: Historical performance is dependent on underlying holdings and market conditions. Data should be sourced externally.
Benchmark Comparison: Performance compared to the STOXX USA 900 Quality Value Index should be sourced externally.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume reflects the ETF's ease of trading.
Bid-Ask Spread
The bid-ask spread shows the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, interest rates, and overall market sentiment can affect the ETF's performance. If value stocks are out of favor, the ETF may lag.
Growth Trajectory
The ETF's growth depends on investor demand for quality value investments and the performance of the underlying index. Changes may include adjustments to holdings to accurately reflect the index.
Moat and Competitive Advantages
Competitive Edge
American Century STOXX U.S. Quality Value ETF combines both quality and value factors, which may offer diversification benefits. American Century's approach emphasizes companies with strong financials and attractive valuations. This strategy aims to capture upside potential while managing downside risk. It potentially offers better risk-adjusted returns compared to ETFs that only focus on one factor.
Risk Analysis
Volatility
The ETF's volatility depends on the volatility of the underlying equity securities.
Market Risk
The ETF is exposed to market risk, including declines in equity prices and sector-specific risks. It also has concentration risk in specific sectors.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to U.S. equity securities demonstrating quality and value characteristics.
Market Risk
The ETF is suited to long-term investors or passive index followers.
Summary
American Century STOXX U.S. Quality Value ETF seeks to track the performance of the STOXX USA 900 Quality Value Index, targeting U.S. companies with strong financials and attractive valuations. Its expense ratio is 0.29%. The ETF's performance is subject to market risk and the performance of its underlying holdings. Investors should consider their risk tolerance and investment objectives before investing. It is well-suited for investors seeking long-term capital appreciation through a blend of quality and value.
Peer Comparison
Sources and Disclaimers
Data Sources:
- American Century Investments Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.