Morningstar

Invesco S&P 500 High Dividend Low Volatility UCITS ETF HDLV

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

Morningstar’s Analysis HDLV

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

  • People Pillar

    The People Pillar is our evaluation of the HDLV 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 HDLV’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 Div LowVol ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HDLV

More HDLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pfizer Inc

3.77 17M
Healthcare

Swiss Franc

3.14 14M
Derivative

Verizon Communications Inc

3.06 14M
Communication Services

Crown Castle Inc

2.94 14M
Real Estate

Altria Group Inc

2.93 14M
Consumer Defensive

The Kraft Heinz Co

2.88 13M
Consumer Defensive

General Mills Inc

2.85 13M
Consumer Defensive

VICI Properties Inc Ordinary Shares

2.82 13M
Real Estate

Comcast Corp Class A

2.43 11M
Communication Services

Chevron Corp

2.35 11M
Energy

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