RCDInvesco S&P 500 Equal Weight Consumer Discretionary ETF
RCD Fund Description
RCD tracks an equal-weighted index of large-cap US Consumer Discretionary stocks drawn from the S&P 500.
RCD Factset Analytics Insight
RCD provides a unique but not radical alternative to market-cap-weighted consumer discretionary exposure in the US. Basically, the fund equal-weights all stocks in the S&P 500 Consumer Discretionary Index, whose composition is determined by an S&P Committee. Equal-weighting avoids concentration in large firms, while significantly increasing midcap exposure compared to the broad sector. RCD's tilt toward smaller firms is limited by its universe—the S&P 500—which excludes small-caps. The index is rebalanced quarterly.
RCD MSCI ESG Analytics Insight
Invesco S&P 500 Equal Weight Consumer Discretionary ETF has an MSCI ESG Fund Rating of A based on a score of 6.33 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 S&P 500 Equal Weight Consumer Discretionary ETF ranks in the 60th percentile within its peer group and in the 74th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RCD 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.
RCD Summary Data
RCD Portfolio Data
RCD Index Data
RCD Portfolio Management
RCD Tax Exposures
RCD Fund Structure
RCD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RCD. RCD is rated a 5 out of 5.
RCD Sector/Industry Breakdown
RCD Economic Development
RCD Performance Statistics
RCD MSCI ESG Ratings
RCD Benchmark Comparison Summary
RCD Benchmark Comparison Market Cap Size