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Morningstar

Invesco S&P 500® High Beta ETF SPHB

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

Morningstar’s Analysis SPHB

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

  • People Pillar

    The People Pillar is our evaluation of the SPHB 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 SPHB’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 ® High Beta ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers. The strategy changed its peer group in March, moving from the Large Blend category to the Mid-Cap Blend Morningstar Category.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPHB

More SPHB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

1.57 9.5 Mil
Technology

Comerica Inc

1.56 9.5 Mil
Financial Services

Monolithic Power Systems Inc

1.45 8.9 Mil
Technology

KeyCorp

1.43 8.7 Mil
Financial Services

Generac Holdings Inc

1.41 8.6 Mil
Industrials

Zebra Technologies Corp Class A

1.39 8.5 Mil
Technology

Citizens Financial Group Inc

1.34 8.1 Mil
Financial Services

Align Technology Inc

1.32 8.0 Mil
Healthcare

Carnival Corp

1.31 8.0 Mil
Consumer Cyclical

Teradyne Inc

1.31 8.0 Mil
Technology