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Invesco S&P 100 Equal Weight ETF EQWL

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

Morningstar’s Analysis EQWL

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

  • People Pillar

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

A sound investment process and strong management team underpin Invesco S&P 100 Equal Weight ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 EQWL

More EQWL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tesla Inc

1.21 8.4 Mil
Consumer Cyclical

FedEx Corp

1.18 8.2 Mil
Industrials

Gilead Sciences Inc

1.14 8.0 Mil
Healthcare

U.S. Bancorp

1.13 7.9 Mil
Financial Services

Accenture PLC Class A

1.12 7.9 Mil
Technology

Charter Communications Inc Class A

1.11 7.8 Mil
Communication Services

Lockheed Martin Corp

1.11 7.8 Mil
Industrials

International Business Machines Corp

1.10 7.7 Mil
Technology

UnitedHealth Group Inc

1.10 7.7 Mil
Healthcare

Altria Group Inc

1.09 7.6 Mil
Consumer Defensive