Morningstar

Invesco S&P 500 GARP ETF SPGP

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

Morningstar’s Analysis SPGP

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

  • People Pillar

    The People Pillar is our evaluation of the SPGP 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 SPGP’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 500 GARP ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPGP

More SPGP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

2.62 53M
Technology

Arista Networks Inc

2.37 48M
Technology

Meta Platforms Inc Class A

2.07 42M
Communication Services

Progressive Corp

2.05 42M
Financial Services

Cincinnati Financial Corp

2.04 42M
Financial Services

Comfort Systems USA Inc

1.95 40M
Industrials

Newmont Corp

1.95 40M
Basic Materials

Arch Capital Group Ltd

1.94 40M
Financial Services

Eli Lilly and Co

1.93 39M
Healthcare

Expedia Group Inc

1.86 38M
Consumer Cyclical

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