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 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.29 43M
Technology

Microsoft Corp

4.15 42M
Technology

Alphabet Inc Class A

3.20 32M
Communication Services

Berkshire Hathaway Inc Class B

2.81 28M
Financial Services

Meta Platforms Inc Class A

2.59 26M
Communication Services

Amazon.com Inc

2.56 26M
Consumer Cyclical

ExxonMobil Holdings Corp

2.54 26M
Energy

NVIDIA Corp

2.05 21M
Technology

Chevron Corp

1.65 17M
Energy

UnitedHealth Group Inc

1.36 14M
Healthcare

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