RWLInvesco S&P 500 Revenue ETF
RWL Fund Description
RWL tracks a revenue-weighted index of S&P 500 stocks.
RWL Factset Analytics Insight
RWL takes the securities of the S&P 500 Index, an index consisting of 500 large-cap US companies across various industry groups. The fund reweights each company by its revenue rather than its market cap. It follows that RWL underweights technology in favor of consumer firms, which generate large sales, but unlike some other fundamentally-weighted funds, it ignores profit margins. Overall, RWL delivers a decent, if revenue-biased, approximation of the market. The index constituents are rebalanced on a quarterly basis. Prior to June 4, 2018, the fund’s underlying index was called OFI Revenue Weighted Large Cap Index.
RWL MSCI ESG Analytics Insight
Invesco S&P 500 Revenue ETF has an MSCI ESG Fund Rating of A based on a score of 5.72 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 Revenue ETF ranks in the 42nd percentile within its peer group and in the 52nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RWL 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.
RWL Summary Data
RWL Portfolio Data
RWL Index Data
RWL Portfolio Management
RWL Tax Exposures
RWL Fund Structure
RWL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RWL. RWL is rated a 5 out of 5.
RWL Sector/Industry Breakdown
RWL Top 10 Holdings[View All]
RWL Economic Development
RWL Performance Statistics
RWL MSCI ESG Ratings
RWL Benchmark Comparison Summary
RWL Benchmark Comparison Market Cap Size