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Morningstar

Invesco S&P 500® ex-Rate Snsv LowVol ETF XRLV

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

Morningstar’s Analysis XRLV

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

  • People Pillar

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

Invesco S&P 500 ® ex-Rate Snsv LowVol ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 XRLV

More XRLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coca-Cola Co

1.40 570,502
Consumer Defensive

Berkshire Hathaway Inc Class B

1.35 551,035
Financial Services

Republic Services Inc

1.34 545,749
Industrials

McDonald's Corp

1.28 520,846
Consumer Cyclical

Waste Management Inc

1.27 517,995
Industrials

Colgate-Palmolive Co

1.24 507,456
Consumer Defensive

PepsiCo Inc

1.24 507,322
Consumer Defensive

Walmart Inc

1.24 507,281
Consumer Defensive

Kimberly-Clark Corp

1.22 497,283
Consumer Defensive

The Kroger Co

1.21 492,729
Consumer Defensive