Morningstar

Invesco S&P MidCap 400® Pure Value ETF RFV

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

Morningstar’s Analysis RFV

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

  • People Pillar

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

A strong management team and sound investment process underpin Invesco S&P MidCap 400 ® Pure Value 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 Published on

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Portfolio Holdings RFV

More RFV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Avnet Inc

2.76 7.4 Mil
Technology

TD Synnex Corp

2.57 6.9 Mil
Technology

MasTec Inc

2.41 6.5 Mil
Industrials

Jones Lang LaSalle Inc

2.39 6.4 Mil
Real Estate

Lithia Motors Inc Class A

2.39 6.4 Mil
Consumer Cyclical

Tenet Healthcare Corp

2.34 6.3 Mil
Healthcare

Arrow Electronics Inc

2.30 6.2 Mil
Technology

Macy's Inc

2.11 5.7 Mil
Consumer Cyclical

AutoNation Inc

2.04 5.5 Mil
Consumer Cyclical

United States Steel Corp

2.01 5.4 Mil
Basic Materials

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