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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco S&P 500® High Beta ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Moderna Inc

3.50 29M
Healthcare

SanDisk Corp Ordinary Shares

2.05 17M
Technology

Micron Technology Inc

1.80 15M
Technology

Advanced Micro Devices Inc

1.79 15M
Technology

Coinbase Global Inc Ordinary Shares - Class A

1.69 14M
Financial Services

Super Micro Computer Inc

1.68 14M
Technology

Robinhood Markets Inc Class A

1.55 13M
Financial Services

Tesla Inc

1.54 13M
Consumer Cyclical

Monolithic Power Systems Inc

1.36 11M
Technology

Marvell Technology Inc

1.35 11M
Technology

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