IUSInvesco RAFI Strategic US ETF
IUS Fund Description
IUS tracks an index of stocks from large US firms. The index determines firm size by fundamental metrics and also screens by "quality" metrics. Stocks are weighted by firm size.
IUS Factset Analytics Insight
IUS offers two main distinctions in its exposure to stocks from large US firms. First, it ignores market cap as the primary means of determining whether a company is large or small. Instead, it ranks by fundamental metrics: revenue, operating cash flow, dividends & buybacks, and book value. Second, IUS screens for “quality”, using the current levels and historical growth of sales/assets. The fund is weighted by the same fundamental size metrics used in selection. As such, it will take a somewhat contrarian approach relative to cap-weighted funds: At rebalance, it will take profits from gainers and top up losers. The fund issuer, Invesco, also provides the index.
IUS MSCI ESG Analytics Insight
Invesco RAFI Strategic US ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.34 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco RAFI Strategic US ETF ranks in the 32nd percentile within its peer group and in the 15th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IUS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IUS Summary Data
IUS Portfolio Data
IUS Index Data
IUS Portfolio Management
IUS Tax Exposures
IUS Fund Structure
IUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IUS. IUS is rated a 5 out of 5.
IUS Sector/Industry Breakdown
IUS Top 10 Holdings[View All]
IUS Economic Development
IUS Performance Statistics
IUS MSCI ESG Ratings
IUS Benchmark Comparison Summary
IUS Benchmark Comparison Market Cap Size