Invesco RAFI™ Strategic US ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Invesco RAFI™ Strategic US ETF IUS
Morningstar’s Analysis IUS
Will IUS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 7.09 | 62M | Communication Services |
Apple Inc | 4.81 | 42M | Technology |
Exxon Mobil Corp | 2.63 | 23M | Energy |
Amazon.com Inc | 2.38 | 21M | Consumer Cyclical |
Microsoft Corp | 2.29 | 20M | Technology |
Intel Corp | 2.05 | 18M | Technology |
Micron Technology Inc | 2.02 | 18M | Technology |
Berkshire Hathaway Inc Class B | 1.97 | 17M | Financial Services |
NVIDIA Corp | 1.95 | 17M | Technology |
Meta Platforms Inc Class A | 1.88 | 16M | Communication Services |
United States