Invesco FTSE RAFI U.S. 1000 ETF PRF is a solid value strategy that doubles down on both value and growth stocks as they become cheaper relative to their fundamentals. This approach should give the fund an edge over the Russell 1000 Value Index over the long term. Under our enhanced ratings framework, which places greater emphasis on fees, the fund warrants an upgrade to a Morningstar Analyst Rating of Silver from Bronze.
Invesco FTSE RAFI US 1000 ETF PRF
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PRF 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 PRF’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PRF 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 PRF’s parent organization’s priorities and whether they’re in line with investors’ interests.
Disciplined rebalancing gives this fund a good chance to beat the market over the long haul.
