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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 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.

Invesco S&P Ultra Dividend Revenue 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 lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings RDIV

More RDIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Citigroup Inc

5.64 42.2 Mil
Financial Services

Ford Motor Co

5.63 42.1 Mil
Consumer Cyclical

LyondellBasell Industries NV Class A

5.16 38.6 Mil
Basic Materials

Philip Morris International Inc

5.16 38.6 Mil
Consumer Defensive

Dow Inc

5.13 38.3 Mil
Basic Materials

Best Buy Co Inc

4.91 36.7 Mil
Consumer Cyclical

PNC Financial Services Group Inc

4.90 36.6 Mil
Financial Services

U.S. Bancorp

4.63 34.6 Mil
Financial Services

Pfizer Inc

4.46 33.3 Mil
Healthcare

Duke Energy Corp

4.44 33.2 Mil
Utilities