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Morningstar

Invesco S&P 500® Equal Weight Fincl ETF RSPF

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

Morningstar’s Analysis RSPF

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

  • People Pillar

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

A strong management team and sound investment process underpin Invesco S&P 500 ® Equal Weight Fincl ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 RSPF

More RSPF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Charles Schwab Corp

1.58 4.2 Mil
Financial Services

Allstate Corp

1.55 4.1 Mil
Financial Services

PayPal Holdings Inc

1.54 4.0 Mil
Financial Services

The Goldman Sachs Group Inc

1.54 4.0 Mil
Financial Services

Citigroup Inc

1.52 4.0 Mil
Financial Services

Capital One Financial Corp

1.51 4.0 Mil
Financial Services

Bank of America Corp

1.51 4.0 Mil
Financial Services

American Express Co

1.51 4.0 Mil
Financial Services

Morgan Stanley

1.50 3.9 Mil
Financial Services

Synchrony Financial

1.50 3.9 Mil
Financial Services