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Invesco S&P 500® Equal Weight ETF RSP

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

Morningstar’s Analysis RSP

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

  • People Pillar

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

A mid-cap fund hiding in plain sight.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Invesco S&P 500 Equal Weight constructs a portfolio of equal-weighted U.S. large caps for a low fee. This approach tilts the portfolio toward mid-cap stocks and requires high turnover compared with market-cap weighting, increasing transaction costs and adding to its volatility.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings RSP

More RSP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Freeport-McMoRan Inc

0.26 139.9 Mil
Basic Materials

Micron Technology Inc

0.26 138.6 Mil
Technology

NRG Energy Inc

0.25 133.9 Mil
Utilities

Marathon Oil Corp

0.24 129.6 Mil
Energy

ConocoPhillips

0.24 128.5 Mil
Energy

Marathon Petroleum Corp

0.24 128.4 Mil
Energy

GE Aerospace

0.24 128.1 Mil
Industrials

3M Co

0.24 127.9 Mil
Industrials

Valero Energy Corp

0.23 127.2 Mil
Energy

Devon Energy Corp

0.23 127.2 Mil
Energy