USEQ – Fund Analysis – Invesco Russell 1000 Enhanced Eq Wt ETF | Morningstar

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Will USEQ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USEQ’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

| Feb 27, 2023

Invesco Russell 1000 Enhanced Eq Wt ETF's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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