Skip to Content
Morningstar

Invesco ESG S&P 500 Equal Weight ETF RSPE

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

Morningstar’s Analysis RSPE

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

  • People Pillar

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

Invesco ESG S&P 500 Equal Weight ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RSPE

More RSPE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Freeport-McMoRan Inc

0.71 61,313
Basic Materials

Hasbro Inc

0.70 61,258
Consumer Cyclical

Micron Technology Inc

0.65 56,561
Technology

Newmont Corp

0.64 55,584
Basic Materials

Archer-Daniels Midland Co

0.63 55,158
Consumer Defensive

General Motors Co

0.63 54,412
Consumer Cyclical

PayPal Holdings Inc

0.62 53,947
Financial Services

McCormick & Co Inc Registered Shs Non Vtg

0.62 53,854
Consumer Defensive

Moderna Inc

0.62 53,663
Healthcare

General Mills Inc

0.61 53,206
Consumer Defensive