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Morningstar

Invesco RAFI™ Strategic US ETF IUS

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

Morningstar’s Analysis IUS

Will IUS 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 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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IUS

More IUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.81 23.8 Mil
Technology

Alphabet Inc Class A

4.12 20.4 Mil
Communication Services

Microsoft Corp

3.12 15.5 Mil
Technology

Berkshire Hathaway Inc Class B

2.74 13.6 Mil
Financial Services

Exxon Mobil Corp

2.46 12.2 Mil
Energy

Meta Platforms Inc Class A

2.15 10.7 Mil
Communication Services

Amazon.com Inc

2.15 10.7 Mil
Consumer Cyclical

Chevron Corp

1.74 8.6 Mil
Energy

UnitedHealth Group Inc

1.37 6.8 Mil
Healthcare

AT&T Inc

1.19 5.9 Mil
Communication Services