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Invesco S&P 500 Revenue ETF RWL

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

Morningstar’s Analysis RWL

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

  • People Pillar

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

A sound investment process and strong management team underpin Invesco S&P 500 Revenue ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RWL

More RWL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Walmart Inc

3.85 113.7 Mil
Consumer Defensive

Amazon.com Inc

3.45 102.0 Mil
Consumer Cyclical

Apple Inc

2.31 68.4 Mil
Technology

UnitedHealth Group Inc

2.27 67.1 Mil
Healthcare

Exxon Mobil Corp

2.19 64.7 Mil
Energy

Berkshire Hathaway Inc Class B

2.16 63.7 Mil
Financial Services

CVS Health Corp

1.94 57.4 Mil
Healthcare

McKesson Corp

1.85 54.6 Mil
Healthcare

Cencora Inc

1.64 48.6 Mil
Healthcare

Costco Wholesale Corp

1.49 44.1 Mil
Consumer Defensive