Morningstar

Invesco S&P MidCap 400® Pure Growth ETF RFG

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

Morningstar’s Analysis RFG

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

  • People Pillar

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

Strength in Invesco S&P MidCap 400 ® Pure Growth ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 RFG

More RFG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CNX Resources Corp

3.19 10.6 Mil
Energy

Duolingo Inc

2.97 9.8 Mil
Technology

Comfort Systems USA Inc

2.46 8.1 Mil
Industrials

Ryan Specialty Holdings Inc Class A

2.23 7.4 Mil
Financial Services

Toll Brothers Inc

2.23 7.4 Mil
Consumer Cyclical

AAON Inc

2.09 6.9 Mil
Industrials

Wingstop Inc

2.04 6.8 Mil
Consumer Cyclical

TopBuild Corp

1.96 6.5 Mil
Industrials

Lantheus Holdings Inc

1.84 6.1 Mil
Healthcare

EMCOR Group Inc

1.82 6.0 Mil
Industrials

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