IUS
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US ETF
📎 Investment Objective
The Invesco RAFI Strategic US ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Invesco RAFI Strategic US Index.
Overview
ETF tracking Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Invesco RAFI Strategic US ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Invesco RAFI Strategic US Index.
🎯 Investment Strategy
The fund employs a 'passive management' or 'indexing' investment approach, designed to track the performance of the underlying index. The index uses a fundamental weighting methodology to select and weight U.S. equity securities.
✨ Key Features
- Tracks the Invesco RAFI Strategic US Index, which selects and weights securities based on fundamental factors rather than market capitalization
- Broad exposure to the U.S. equity market through a portfolio of large, mid and small-cap stocks
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Market risk: The value of the fund's shares will fluctuate with changes in the value of the underlying securities
- Indexing risk: The fund's performance may not match the performance of its underlying index
- Sector concentration risk: The fund may be susceptible to losses due to adverse occurrences affecting a particular sector or industry
- Liquidity risk: The fund may experience difficulties in buying or selling certain holdings, which could adversely impact the fund's performance
👤 Best For
The Invesco RAFI Strategic US ETF may be suitable for long-term investors seeking broad exposure to the U.S. equity market through a low-cost, passively managed fund. However, due to the fund's limited performance history, it may be more appropriate for investors with a higher risk tolerance and a longer investment horizon.