Invesco FTSE RAFI US 1500 Small-Mid ETF's PRFZ fundamentally weighted approach gives it a contrarian bent that leans into the market's cheapest stocks at each annual rebalance. It should excel if stock valuations mean-revert, but its broad reach, low turnover, and competitive fee keep it on track even if they do not. It earns a Morningstar Analyst Rating of Silver.
Will PRFZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRFZ’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PRFZ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PRFZ’s parent organization’s priorities and whether they’re in line with investors’ interests.