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Morningstar

Invesco S&P 500® ex-Rate Snsv LowVol ETF XRLV

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

Morningstar’s Analysis XRLV

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

  • People Pillar

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

Invesco S&P 500 ® ex-Rate Snsv LowVol 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 cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XRLV

More XRLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coca-Cola Co

1.44 583,504
Consumer Defensive

Berkshire Hathaway Inc Class B

1.32 537,286
Financial Services

Republic Services Inc

1.30 529,356
Industrials

Colgate-Palmolive Co

1.30 527,966
Consumer Defensive

Kimberly-Clark Corp

1.30 526,365
Consumer Defensive

McDonald's Corp

1.28 518,673
Consumer Cyclical

Waste Management Inc

1.27 516,073
Industrials

PepsiCo Inc

1.24 503,556
Consumer Defensive

Walmart Inc

1.22 496,400
Consumer Defensive

Procter & Gamble Co

1.22 494,612
Consumer Defensive