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Morningstar

Invesco S&P 500® Pure Value ETF RPV

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

Morningstar’s Analysis RPV

Will RPV 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 RPV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RPV 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 RPV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Invesco S&P 500 ® Pure Value ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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 RPV

More RPV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

General Motors Co

4.13 84.3 Mil
Consumer Cyclical

Berkshire Hathaway Inc Class B

3.46 70.6 Mil
Financial Services

Ford Motor Co

2.77 56.6 Mil
Consumer Cyclical

United Airlines Holdings Inc

2.48 50.6 Mil
Industrials

Paramount Global Class B

2.45 50.0 Mil
Communication Services

Tyson Foods Inc Class A

2.31 47.1 Mil
Consumer Defensive

Viatris Inc

2.30 46.9 Mil
Healthcare

Valero Energy Corp

2.14 43.8 Mil
Energy

Citigroup Inc

2.14 43.6 Mil
Financial Services

Mohawk Industries Inc

2.08 42.5 Mil
Consumer Cyclical