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Morningstar

Invesco S&P 500® Eql Wt Cnsm Stapl ETF RHS

Morningstar Analyst Rating
Quantitative rating as of | See Invesco Investment Hub

Morningstar’s Analysis RHS

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

People Pillar

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

Summary

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A lowering of its Process Pillar rating is the primary driver of Invesco S&P 500® Eql Wt Cnsm Stapl ETF's downgrade to a Morningstar Quantitative Rating of Neutral from Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RHS

More RHS Holdings
  • Current Portfolio Date Mar 29, 2023
  • Equity Holdings 37
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

McCormick & Co Inc Registered Shs Non Vtg

2.98
24,499,177
Consumer Defensive

Mondelez International Inc Class A

2.82
23,215,133
Consumer Defensive

General Mills Inc

2.82
23,188,191
Consumer Defensive

Kimberly-Clark Corp

2.82
23,184,530
Consumer Defensive

Conagra Brands Inc

2.79
22,969,255
Consumer Defensive

Procter & Gamble Co

2.79
22,912,490
Consumer Defensive

JM Smucker Co

2.78
22,811,251
Consumer Defensive

The Hershey Co

2.77
22,751,935
Consumer Defensive

Sysco Corp

2.76
22,654,065
Consumer Defensive

Constellation Brands Inc Class A

2.75
22,587,654
Consumer Defensive