RGI

Invesco S&P 500 Equal Weight Industrials ETFInvesco
AUM$355.3M
Expense Ratio0.40%
NAV$52.10
Holdings77
InceptionNov 1, 2006

Price Chart

Key Statistics

Previous Close

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Day Range

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52-Week Range

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Avg Volume

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Dividend Yield

N/A

Expense Ratio

0.40%

AUM

$355.3M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Industrials90.97%
Technology6.45%
Utilities1.39%
Consumer Cyclical1.15%
Financial Services0.05%
Cash & Others-0.00%

Country Allocation

CountryWeight %
United States93.96%
Ireland5.01%
United Kingdom1.03%
Other0.00%

Fund Information

Issuer
Invesco
Category
Industrials
Subcategory
S&P 500
Inception Date
Nov 1, 2006
Description
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Industrials Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the industrials sector, as defined according to the Global Industry Classification Standard (GICS).

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IJHiShares Core S&P Mid-Cap ETF$106.69B0.05%401
VBRVanguard Small-Cap Value ETF$62.30B0.05%841

The Invesco S&P 500 Equal Weight Industrials ETF (RGI) is an exchange-traded fund issued by Invesco that launched on Nov 1, 2006. It currently manages $355.3M in assets under management. The fund charges an expense ratio of 0.40%. The fund holds 77 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 15.6% of the fund

RankSymbolNameWeight %SharesMarket Value
1LMTLockheed Martin Corp1.67%22,729$14.8M
2FIXComfort Systems USA Inc1.62%10,401$14.4M
3NOCNorthrop Grumman Corp1.58%19,142$14.1M
4HWMHowmet Aerospace Inc1.58%55,323$14.0M
5HIIHuntington Ingalls Industries Inc1.55%32,886$13.7M
6DEDeere & Co1.51%22,679$13.4M
7FDXFedEx Corp1.51%37,378$13.4M
8LHXL3Harris Technologies Inc1.51%37,151$13.4M
9GNRCGenerac Holdings Inc1.51%63,767$13.4M
10HONHoneywell International Inc1.50%55,316$13.3M
11ODFLOld Dominion Freight Line Inc1.48%67,561$13.2M
12PWRQuanta Services Inc1.46%22,994$13.0M
13RTXRTX Corp1.42%60,792$12.6M
14CATCaterpillar Inc1.39%17,274$12.4M
15GEVGE Vernova Inc1.39%14,712$12.3M
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Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
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1W
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1M
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3M
N/A
6M
N/A
YTD
N/A
1Y
N/A
3Y
+3.74%
5Y
+7.97%

Moving Averages

20-Day MA

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50-Day MA

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200-Day MA

N/A

Price with Moving Averages

Support & Resistance

52-Week High

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Current Price

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52-Week Low

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Current Yield

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Annual Dividend

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Frequency

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Last Ex-Date

N/A

Dividends

No dividend data available for this ETF.

Category Comparison

MetricRGIIndustrials(380 ETFs)S&P 500(415 ETFs)
Fund Info
Expense Ratio0.40%0.66%0.74%
AUM$355.3M$4.68B$9.52B
Dividend Yield1.84%3.76%
Avg VolumeN/A469.3K1.3M
Holdings7729390
Performance
1-Month Return-3.97%-1.49%
6-Month Return+8.01%+2.47%
YTD Return+4.89%+0.16%
1-Year Return+25.79%+12.68%

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