RTMInvesco S&P 500 Equal Weight Materials ETF
RTM Fund Description
RTM tracks an equal-weighted index of US materials companies in the S&P 500.
RTM Factset Analytics Insight
RTM differentiates itself by using an equal-weighting strategy, which only includes basic materials companies in the S&P 500. Smaller companies have the same weighting as giants, tilting the whole fund to midcaps. Perhaps surprisingly, this does not increase RTM's portfolio volatility. In short, investors who want to make a less-concentrated bet on the most liquid basic materials firms can do so with confidence in RTM. The index is rebalanced on a quarterly basis.
RTM MSCI ESG Analytics Insight
Invesco S&P 500 Equal Weight Materials ETF has an MSCI ESG Fund Rating of AA based on a score of 8.09 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 Materials ETF ranks in the 94th percentile within its peer group and in the 75th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RTM 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.
RTM Summary Data
RTM Portfolio Data
RTM Index Data
RTM Portfolio Management
RTM Tax Exposures
RTM Fund Structure
RTM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RTM. RTM is rated a 5 out of 5.
RTM Sector/Industry Breakdown
RTM Top 10 Holdings[View All]
RTM Economic Development
RTM Performance Statistics
RTM MSCI ESG Ratings
RTM Benchmark Comparison Summary
RTM Benchmark Comparison Market Cap Size