QVAL : Alpha Architect U.S. Quantitative Value ETF

QVAL is a US Stocks Market Mid-Cap Value with LOW fees.

QVAL

Alpha Architect U.S. Quantitative Value ETF

FI Score

50 /100

Diversification Rating

0 /10

Expense Ratio Rating

9 /10

Expense Rating

5 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

50% FI Score
  • qval
  • ETF
  • US Stocks
  • Mid-Cap Value

Alpha Architect U.S. Quantitative Value ETF

Expenses: 0.49% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to track the total return performance, before fees and expenses, of the Alpha Architect Quantitative Value Index. The fund will normally invest at least 80% of its total assets in the component securities of the index. The index uses a 5-step, quantitative, rules-based methodology to identify a portfolio of approximately 40-50 undervalued U.S. equity securities with the potential for capital appreciation.

Largest Holdings

Amount Holding
3.63% Herbalife Nutrition Ltd
3.48% F5 Networks, Inc
3.14% Eastman Chemical Company
3.13% Cummins Inc
3.13% Packaging Corporation of America
3.09% United Rentals, Inc
3.07% AmerisourceBergen Corporation
2.98% Gilead Sciences, Inc
2.96% BorgWarner Inc
2.93% Robert Half International Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo