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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.

Strength in Invesco RAFI ™ Strategic US ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 556
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.25
9,301,450
Technology

Alphabet Inc Class A

3.81
8,333,525
Communication Services

Microsoft Corp

2.72
5,942,352
Technology

Exxon Mobil Corp

2.65
5,802,516
Energy

Meta Platforms Inc Class A

2.49
5,442,658
Communication Services

Amazon.com Inc

1.81
3,967,858
Consumer Cyclical

Chevron Corp

1.81
3,954,804
Energy

UnitedHealth Group Inc

1.41
3,083,667
Healthcare

Comcast Corp Class A

1.20
2,625,769
Communication Services

AT&T Inc

1.16
2,547,871
Communication Services