EQWL – Invesco S&P 100 Equal Weight ETF – ETF Stock Quote | Morningstar

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Will EQWL outperform in future?

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Process Pillar

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

The People Pillar is our evaluation of the EQWL 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 EQWL’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 100 Equal Weight 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 cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Sep 30, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 10.9

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Intel Corp	1.16	9.7 Mil	Technology
Tesla Inc	1.11	9.2 Mil	Consumer Cyclical
Caterpillar Inc	1.11	9.2 Mil	Industrials
Nike Inc Class B	1.09	9.1 Mil	Consumer Cyclical
PayPal Holdings Inc	1.09	9.1 Mil	Financial Services
Meta Platforms Inc Class A	1.06	8.9 Mil	Communication Services
Dow Inc	1.06	8.9 Mil	Basic Materials
Citigroup Inc	1.06	8.8 Mil	Financial Services
CVS Health Corp	1.06	8.8 Mil	Healthcare
MetLife Inc	1.06	8.8 Mil	Financial Services

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