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.
Invesco S&P 500® High Beta ETF SPHB
Morningstar’s Analysis SPHB
Will SPHB outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SanDisk Corp Ordinary Shares | 2.15 | 22M | Technology |
Micron Technology Inc | 1.89 | 19M | Technology |
Super Micro Computer Inc | 1.89 | 19M | Technology |
Robinhood Markets Inc Class A | 1.77 | 18M | Financial Services |
Coherent Corp | 1.72 | 17M | Technology |
AppLovin Corp Ordinary Shares - Class A | 1.58 | 16M | Communication Services |
Dell Technologies Inc Ordinary Shares - Class C | 1.51 | 15M | Technology |
Lam Research Corp | 1.49 | 15M | Technology |
Hewlett Packard Enterprise Co | 1.44 | 15M | Technology |
Advanced Micro Devices Inc | 1.44 | 14M | Technology |
United States