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Morningstar

Invesco RAFI™ Strategic US ETF IUS

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

Morningstar’s Analysis IUS

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

  • People Pillar

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

A sound investment process and strong management team underpin Invesco RAFI ™ Strategic US ETF's Morningstar Medalist Rating of Silver.

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 IUS

More IUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

4.05 20.7 Mil
Communication Services

Meta Platforms Inc Class A

3.61 18.5 Mil
Communication Services

Apple Inc

3.55 18.2 Mil
Technology

Microsoft Corp

3.06 15.6 Mil
Technology

Exxon Mobil Corp

2.44 12.5 Mil
Energy

Amazon.com Inc

2.20 11.3 Mil
Consumer Cyclical

Chevron Corp

1.55 7.9 Mil
Energy

Marathon Petroleum Corp

1.20 6.1 Mil
Energy

UnitedHealth Group Inc

1.18 6.1 Mil
Healthcare

AT&T Inc

1.11 5.7 Mil
Communication Services