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Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ

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

Morningstar’s Analysis PRFZ

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

People Pillar

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

Wins by going against the grain.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Invesco FTSE RAFI U.S. 1500 Small-Mid ETF PRFZ is a contrarian fund that excels when beaten-down stocks round into form, but its broad reach, low turnover, and competitive fee should keep it on track even when they do not.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings PRFZ

More PRFZ Holdings
  • Current Portfolio Date
  • Equity Holdings 1449
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 3.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vertiv Holdings Co Class A

0.53
11,242,711
Industrials

Super Micro Computer Inc

0.51
10,741,390
Technology

Carvana Co Class A

0.36
7,640,759
Consumer Cyclical

XP Inc Class A

0.34
7,149,648
Financial Services

AppLovin Corp Ordinary Shares - Class A

0.33
7,044,486
Technology

CONSOL Energy Inc Ordinary Shares

0.33
6,866,143
Energy

Affirm Holdings Inc Ordinary Shares - Class A

0.31
6,592,243
Technology

StoneCo Ltd Class A

0.31
6,485,394
Technology

FTAI Aviation Ltd

0.31
6,441,593
Industrials

DoorDash Inc Ordinary Shares - Class A

0.31
6,440,720
Communication Services