Invesco S&P 500 Equal Weight constructs a portfolio of equal-weighted U.S. large caps for a low fee. This approach tilts the portfolio toward mid-cap stocks and requires high turnover compared with market-cap weighting, increasing transaction costs and adding to its volatility.
Morningstar’s Analysis RSP
Will RSP outperform in future?
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- Current Portfolio Date
- Equity Holdings 503
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 2.6