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Morningstar

Invesco S&P 500 Low Volatility ETF CAD H ULV.F

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

Morningstar’s Analysis ULV.F

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

  • People Pillar

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

Strength in Invesco S&P 500 Low Volatility ETF CAD H'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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ULV.F

More ULV.F Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco S&P 500® Low Volatility ETF

99.48 135.0 Mil
—

Canadian Dollar

76.67 104.0 Mil
Cash and Equivalents

United States Dollar

1.37 1.9 Mil
Cash and Equivalents

Canadian Dollar

0.37 499,583
Cash and Equivalents

United States Dollar

0.02 21,800
Cash and Equivalents

Qst Expense - Class 21

0.00 −5
Cash and Equivalents

Qst Expense - Class 3

0.00 −6
Cash and Equivalents

Hst Expense - Class 21

0.00 −19
Cash and Equivalents

Qst Expense - Class 6

0.00 −58
Cash and Equivalents

Hst Expense - Class 3

0.00 −104
Cash and Equivalents