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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 lowest 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 100
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

McDonald's Corp

1.41
633,378
Consumer Cyclical

Coca-Cola Co

1.34
604,020
Consumer Defensive

Procter & Gamble Co

1.26
566,738
Consumer Defensive

Berkshire Hathaway Inc Class B

1.24
558,839
Financial Services

PepsiCo Inc

1.24
558,147
Consumer Defensive

Kimberly-Clark Corp

1.22
548,696
Consumer Defensive

Colgate-Palmolive Co

1.20
540,020
Consumer Defensive

The Kraft Heinz Co

1.19
533,847
Consumer Defensive

Republic Services Inc

1.17
524,890
Industrials

Yum Brands Inc

1.16
524,046
Consumer Cyclical