The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Invesco RAFI™ Strategic US ETF IUS
Morningstar’s Analysis IUS
Will IUS 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 24.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Alphabet Inc Class A | 4.35 | 22.9 Mil | Communication Services |
Apple Inc | 3.85 | 20.3 Mil | Technology |
Meta Platforms Inc Class A | 3.38 | 17.8 Mil | Communication Services |
Microsoft Corp | 3.04 | 16.1 Mil | Technology |
Exxon Mobil Corp | 2.72 | 14.3 Mil | Energy |
Amazon.com Inc | 2.30 | 12.1 Mil | Consumer Cyclical |
Chevron Corp | 1.53 | 8.1 Mil | Energy |
UnitedHealth Group Inc | 1.21 | 6.4 Mil | Healthcare |
AT&T Inc | 1.14 | 6.0 Mil | Communication Services |
Marathon Petroleum Corp | 1.08 | 5.7 Mil | Energy |