Morningstar

Invesco S&P Ultra Dividend Revenue ETF RDIV

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

Morningstar’s Analysis RDIV

Will RDIV outperform in the 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 RDIV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco S&P Ultra Dividend Revenue ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RDIV

More RDIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

6.15 87M
Energy

Target Corp

6.02 85M
Consumer Defensive

AT&T Inc

5.35 75M
Communication Services

Bristol-Myers Squibb Co

5.21 73M
Healthcare

Prudential Financial Inc

5.10 72M
Financial Services

PepsiCo Inc

5.09 72M
Consumer Defensive

Comcast Corp Class A

4.78 67M
Communication Services

Truist Financial Corp

4.71 66M
Financial Services

Ford Motor Co

4.47 63M
Consumer Cyclical

International Paper Co

4.24 60M
Consumer Cyclical

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