RWKInvesco S&P MidCap 400 Revenue ETF
RWK Fund Description
RWK tracks a revenue-weighted index of US stocks from the Committee-selected S&P MidCap 400.
RWK Factset Analytics Insight
RWK's revenue-weighting scheme provides a stark alternative to vanilla midcap coverage. It applies revenue-weighting to the S&P MidCap 400. Specifically, each constituent security is weighted based on the sum of the company’s revenues for the trailing four quarters, subject to a maximum 5% per company weighting. The Underlying Index is rebalanced quarterly. Prior to June 4, 2018 the funds underlying index was called OFI Revenue Weighted Mid Cap Index. After the market close on May 24, 2019, the Oppenheimer S&P MidCap 400 Revenue ETF was reorganized into RWK.
RWK MSCI ESG Analytics Insight
Invesco S&P MidCap 400 Revenue ETF has an MSCI ESG Fund Rating of A based on a score of 6.89 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 Revenue ETF ranks in the 47th percentile within its peer group and in the 85th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RWK 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.
RWK Summary Data
RWK Portfolio Data
RWK Index Data
RWK Portfolio Management
RWK Tax Exposures
RWK Fund Structure
RWK Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RWK. RWK is rated a 5 out of 5.
RWK Economic Development
RWK Performance Statistics
RWK MSCI ESG Ratings
RWK Benchmark Comparison Summary
RWK Benchmark Comparison Market Cap Size