Morningstar

Invesco S&P 500® ex-Rate Snsv LowVol ETF XRLV

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

Morningstar’s Analysis XRLV

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

  • People Pillar

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

Invesco S&P 500 ® ex-Rate Snsv LowVol ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XRLV

More XRLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

1.40 574,992
Financial Services

Coca-Cola Co

1.32 541,069
Consumer Defensive

T-Mobile US Inc

1.28 524,588
Communication Services

Visa Inc Class A

1.20 490,672
Financial Services

Republic Services Inc

1.19 488,875
Industrials

Loews Corp

1.19 487,485
Financial Services

Procter & Gamble Co

1.17 480,485
Consumer Defensive

Marsh & McLennan Companies Inc

1.17 479,156
Financial Services

Colgate-Palmolive Co

1.16 474,282
Consumer Defensive

Walmart Inc

1.16 473,926
Consumer Defensive

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