SPHB – Invesco S&P 500® High Beta ETF – ETF Stock Quote | Morningstar

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Will SPHB outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPHB’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the SPHB 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 SPHB’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 500 ® High Beta 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 Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 26, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 16.1

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Advanced Micro Devices Inc	1.82	6.5 Mil	Technology
Super Micro Computer Inc	1.80	6.5 Mil	Technology
Monolithic Power Systems Inc	1.79	6.4 Mil	Technology
NVIDIA Corp	1.75	6.2 Mil	Technology
Broadcom Inc	1.62	5.8 Mil	Technology
Tesla Inc	1.56	5.6 Mil	Consumer Cyclical
Teradyne Inc	1.51	5.4 Mil	Technology
Builders FirstSource Inc	1.45	5.2 Mil	Industrials
Albemarle Corp	1.40	5.0 Mil	Basic Materials
Lam Research Corp	1.37	4.9 Mil	Technology

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