IUS – Invesco RAFI™ Strategic US ETF – ETF Stock Quote | Morningstar

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Will IUS outperform in future?

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Process Pillar

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

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

A sound investment process and strong management team underpin Invesco RAFI ™ Strategic US ETF's Morningstar Medalist Rating of Silver.

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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 24.9

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	4.86	28.2 Mil	Technology
Alphabet Inc Class A	3.44	19.9 Mil	Communication Services
Berkshire Hathaway Inc Class B	2.91	16.8 Mil	Financial Services
Microsoft Corp	2.83	16.4 Mil	Technology
Exxon Mobil Corp	2.30	13.3 Mil	Energy
Meta Platforms Inc Class A	2.24	13.0 Mil	Communication Services
Amazon.com Inc	1.98	11.5 Mil	Consumer Cyclical
UnitedHealth Group Inc	1.54	8.9 Mil	Healthcare
Chevron Corp	1.50	8.7 Mil	Energy
AT&T Inc	1.31	7.6 Mil	Communication Services

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