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Invesco S&P 500 GARP ETF SPGP

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

Morningstar’s Analysis SPGP

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

  • People Pillar

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

A strong management team and sound investment process underpin Invesco S&P 500 GARP 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPGP

More SPGP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Diamondback Energy Inc

2.66 127.7 Mil
Energy

Marathon Petroleum Corp

2.34 112.3 Mil
Energy

Steel Dynamics Inc

2.14 102.8 Mil
Basic Materials

CF Industries Holdings Inc

2.02 96.9 Mil
Basic Materials

Devon Energy Corp

1.92 92.2 Mil
Energy

Coterra Energy Inc Ordinary Shares

1.92 92.1 Mil
Energy

Nucor Corp

1.85 88.6 Mil
Basic Materials

Valero Energy Corp

1.81 87.0 Mil
Energy

KLA Corp

1.80 86.5 Mil
Technology

Pioneer Natural Resources Co

1.77 84.9 Mil
Energy