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Invesco S&P SmallCap 600 Revenue ETF RWJ

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis RWJ

Will RWJ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RWJ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RWJ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RWJ’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Invesco S&P SmallCap 600 Revenue ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RWJ

More RWJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

World Kinect Corp

3.92 57.9 Mil
Energy

United Natural Foods Inc

2.38 35.1 Mil
Consumer Defensive

EchoStar Corp Class A

1.80 26.5 Mil
Technology

Group 1 Automotive Inc

1.65 24.3 Mil
Consumer Cyclical

Lincoln National Corp

1.33 19.6 Mil
Financial Services

Asbury Automotive Group Inc

1.29 19.1 Mil
Consumer Cyclical

Sonic Automotive Inc Class A

1.21 17.8 Mil
Consumer Cyclical

Andersons Inc

1.09 16.2 Mil
Consumer Defensive

Kohl's Corp

1.06 15.7 Mil
Consumer Cyclical

Dana Inc

0.95 14.0 Mil
Consumer Cyclical