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Invesco Raymond James SB-1 Equity ETF RYJ

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis RYJ

Will RYJ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Invesco Raymond James SB-1 Equity ETF earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings RYJ

  • Current Portfolio Date
  • Equity Holdings 169
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.75
842,849
Financial Services
0.69
778,000
Energy
0.68
766,302
Industrials
0.67
761,838
Healthcare
0.67
757,991
Industrials
0.67
754,490
Industrials
0.67
753,146
Energy
0.66
747,853
Financial Services
0.66
745,061
Financial Services