Invesco FTSE RAFI U.S. 1000 ETF and Invesco FTSE RAFI U.S. Index ETF take contrarian approaches by fundamentally weighting their portfolio holdings and following a strict rebalancing schedule. Their demonstrated ability to excel when valuations mean-revert, broad reach, and low turnover make them attractive options. All share classes earn Morningstar Medalist Ratings of Silver.
Invesco FTSE RAFI US 1000 ETF PRF
Morningstar’s Analysis PRF
Will PRF outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Exxon Mobil Corp | 2.28 | 157.3 Mil | Energy |
Berkshire Hathaway Inc Class B | 2.28 | 157.2 Mil | Financial Services |
Microsoft Corp | 1.99 | 137.6 Mil | Technology |
JPMorgan Chase & Co | 1.96 | 135.5 Mil | Financial Services |
Apple Inc | 1.90 | 131.4 Mil | Technology |
Amazon.com Inc | 1.62 | 111.8 Mil | Consumer Cyclical |
Chevron Corp | 1.31 | 90.3 Mil | Energy |
Verizon Communications Inc | 1.28 | 88.7 Mil | Communication Services |
Bank of America Corp | 1.28 | 88.4 Mil | Financial Services |
Wells Fargo & Co | 1.20 | 82.6 Mil | Financial Services |