Morningstar

Invesco S&P Ultra Dividend Revenue ETF RDIV

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

Morningstar’s Analysis RDIV

Will RDIV outperform in the 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 RDIV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco S&P Ultra Dividend Revenue ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RDIV

More RDIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

6.15 89M
Energy

Target Corp

5.59 81M
Consumer Defensive

Bristol-Myers Squibb Co

5.27 76M
Healthcare

PepsiCo Inc

5.12 74M
Consumer Defensive

Prudential Financial Inc

5.04 73M
Financial Services

Truist Financial Corp

4.88 71M
Financial Services

Comcast Corp Class A

4.83 70M
Communication Services

AT&T Inc

4.73 68M
Communication Services

International Paper Co

4.32 62M
Consumer Cyclical

Ford Motor Co

4.23 61M
Consumer Cyclical

Sponsor Center