RFG
Invesco S&P MidCap 400 Pure Growth ETFRFG Fund Description
RFG tracks a factor-weighted index of the S&P 400 companies exhibiting the strongest growth factors.
RFG Factset Analytics Insight
RFG is a growth-oriented mid-cap ETF picking companies in the top 25% of S&P 400 companies based on sales growth, price-to-earnings growth, and momentum. It then weights them according to these growth characteristics. It diverges from our benchmark in that it excludes many of our benchmark's biggest holdings as it considers all S&P 500 companies to be large-caps (we don't). As a result it tilts small, and its sector exposure can show significant biases. Still, the fund presents a valid strategy for capturing mid-cap growth stocks. RFG has perfect block liquidity for larger investors, but spreads can get pretty wide on a retail level. It charges a larger fee than many of its competitors in its segment, but it also tracks extremely well and is both stable and tax efficient. Overall, RFG provides a pure-style take on mid-cap growth stocks with decent liquidity and reliable tracking.
RFG MSCI ESG Analytics Insight
Invesco S&P MidCap 400 Pure Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.60 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 MidCap 400 Pure Growth ETF ranks in the 26th percentile within its peer group and in the 54th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RFG 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.
RFG Charts And Performance
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RFG Summary Data
RFG Portfolio Data
RFG Index Data
RFG Portfolio Management
RFG Tax Exposures
RFG Fund Structure
RFG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RFG. RFG is rated a 5 out of 5.
RFG Tradability
RFG Top 10 Holdings[View All]
RFG Performance Statistics
RFG MSCI ESG Ratings
RFG Benchmark Comparison Summary
RFG
RFG Benchmark Comparison Market Cap Size
RFG
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