Morningstar

Invesco S&P MidCap 400 Revenue ETF RWK

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

Morningstar’s Analysis RWK

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

  • People Pillar

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

A sound investment process and strong management team underpin Invesco S&P MidCap 400 Revenue ETF's Morningstar Medalist Rating of Silver.

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 RWK

More RWK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Performance Food Group Co

2.69 23.5 Mil
Consumer Defensive

TD Synnex Corp

2.56 22.3 Mil
Technology

American Airlines Group Inc

2.55 22.2 Mil
Industrials

US Foods Holding Corp

1.67 14.5 Mil
Consumer Defensive

Lithia Motors Inc Class A

1.64 14.3 Mil
Consumer Cyclical

PBF Energy Inc Class A

1.55 13.5 Mil
Energy

Arrow Electronics Inc

1.39 12.1 Mil
Technology

Penske Automotive Group Inc

1.37 11.9 Mil
Consumer Cyclical

HF Sinclair Corp

1.36 11.8 Mil
Energy

AutoNation Inc

1.23 10.7 Mil
Consumer Cyclical

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