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- Upturn Summary
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Upturn AI Summary
Invesco S&P MidCap 400 Revenue ETF(RWK)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RWK
11/06/2026: RWK (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Invesco S&P MidCap 400 Revenue ETF (RWK) provides targeted exposure to US mid-cap equities using a revenue-weighted methodology, which seeks to mitigate valuation risks compared to standard market-cap approaches. It is a strong choice for investors looking to diversify their US equity sleeve with a fundamental factor tilt. The fund benefits from the reputable management of Invesco and offers a distinct, rules-based strategy. Key risks include higher volatility typical of mid-cap stocks and potential tracking divergence from mainstream mid-cap indices. This ETF is best suited for long-term investors interested in fundamental factor strategies rather than pure passive market-cap followers.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures mid-cap growth, the revenue-weighting strategy does not prioritize high-growth multiples. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may favor the fund when the revenue-weighting factor is showing relative strength in the mid-cap space. |
| Value investor | Strong fit | The methodology naturally leans toward value by emphasizing revenue generation over market-driven price appreciation. |
| Dividend/Income investor | Mixed fit | The fund is not specifically designed for income, though the underlying holdings may pay dividends. |
| Low-risk investor | Weak fit | Mid-cap equities generally carry higher volatility than large-cap or defensive assets. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term portfolio builder seeking to diversify their US equity exposure beyond traditional market-cap weightings.
Suitability
It is best suited for long-term investors utilizing a core-satellite strategy rather than active traders or passive index followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are inherently more volatile than large-cap stocks during economic downturns. |
| Market risk | High | The fund is fully invested in equities and is subject to systemic market movements. |
| Concentration | Medium | While diversified across 400 stocks, sector weights can fluctuate based on revenue concentration. |
| Tracking/expense | Low | The fund maintains a stable expense ratio and a rules-based index tracking methodology. |
| Liquidity | Medium | Lower trading volume than market-cap behemoths can occasionally lead to wider bid-ask spreads. |
| Business/sector quality | Medium | The fund is dependent on the fundamental revenue strength of mid-sized US companies. |
Risk Analysis
Volatility
The fund maintains higher volatility than S&P 500 trackers due to its focus on mid-sized companies.
Market Risk
Exposure to mid-caps means the fund is susceptible to domestic economic volatility and credit cycle changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Industrials | 22 | Industrials provide cyclical exposure to the US economy through manufacturing and service-oriented mid-cap firms. |
| Industry | Consumer Discretionary | 18 | This sector captures mid-cap companies benefiting from consumer spending trends. |
| Industry | Financials | 16 | Financial sector holdings offer exposure to regional banking and financial services growth. |
| Industry | Information Technology | 15 | Technology exposure provides growth potential through innovation and scalable service models. |
| Industry | Others (Health Care, Materials, Real Estate, etc.) | 29 | The remaining weight is diversified across sectors to mitigate single-sector concentration risk. |
Analysis of Past Performance
Type ETF | Historic Profit 18.08% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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