Invesco S&P 500® Equal Weight Fincl ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Invesco S&P 500® Equal Weight Financials ETF RSPF
Morningstar’s Analysis RSPF
Will RSPF outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the RSPF 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 RSPF’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Morgan Stanley | 1.65 | 4M | Financial Services |
State Street Corp | 1.61 | 4M | Financial Services |
Interactive Brokers Group Inc Class A | 1.60 | 4M | Financial Services |
The Goldman Sachs Group Inc | 1.59 | 4M | Financial Services |
Franklin Resources Inc | 1.58 | 4M | Financial Services |
Ares Management Corp Ordinary Shares - Class A | 1.54 | 4M | Financial Services |
Citigroup Inc | 1.53 | 4M | Financial Services |
Bank of New York Mellon Corp | 1.52 | 4M | Financial Services |
MetLife Inc | 1.51 | 4M | Financial Services |
Apollo Global Management Inc | 1.51 | 4M | Financial Services |
United States