IUS Invesco 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 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 Tradability
IUS Sector/Industry Breakdown
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IUS Top 10 Holdings[View All]
IUS Countries
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IUS Regions
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IUS Economic Development
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IUS Performance Statistics
IUS Benchmark Comparison Summary
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IUS Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.