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Morningstar

Invesco S&P MidCap 400 Revenue ETF RWK

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

Morningstar’s Analysis RWK

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

A strong management team and sound investment process underpin Invesco S&P MidCap 400 Revenue ETF's Morningstar Medalist Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RWK

More RWK Holdings
  • Current Portfolio Date
  • Equity Holdings 399
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TD Synnex Corp

2.98
12,319,245
Technology

Performance Food Group Co

2.78
11,501,702
Consumer Defensive

Arrow Electronics Inc

1.98
8,177,018
Technology

PBF Energy Inc Class A

1.90
7,857,683
Energy

Jabil Inc

1.84
7,620,211
Technology

US Foods Holding Corp

1.83
7,550,005
Consumer Defensive

Builders FirstSource Inc

1.57
6,511,636
Industrials

HF Sinclair Corp

1.57
6,484,365
Energy

Avnet Inc

1.31
5,423,622
Technology

Lithia Motors Inc Class A

1.31
5,402,298
Consumer Cyclical