Fundamental weighting and disciplined rebalancing make Invesco FTSE RAFI U.S. 1000 ETF PRF a contrarian fund to its core. Its best performance comes in bursts when valuations revert to the mean, but a broad reach, low turnover, and competitive fee make this an attractive long-term option. It has a solid shot to outperform the Russell 1000 Value Index over the long haul, which merits a Morningstar Analyst Rating of Silver.
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.
Benefits from disciplined rebalancing.
