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Invesco Russell 1000 Equal Weight ETF EQAL

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

Morningstar’s Analysis EQAL

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

  • People Pillar

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

Invesco Russell 1000 Equal Weight 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EQAL

More EQAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Motorola Solutions Inc

0.57 3.2 Mil
Technology

Verizon Communications Inc

0.56 3.2 Mil
Communication Services

Cisco Systems Inc

0.54 3.1 Mil
Technology

Juniper Networks Inc

0.54 3.1 Mil
Technology

T-Mobile US Inc

0.54 3.1 Mil
Communication Services

Frontier Communications Parent Inc

0.53 3.0 Mil
Communication Services

AT&T Inc

0.53 3.0 Mil
Communication Services

Comcast Corp Class A

0.52 3.0 Mil
Communication Services

Charter Communications Inc Class A

0.51 2.9 Mil
Communication Services

Roku Inc Class A

0.51 2.9 Mil
Communication Services