The beverage industry is significantly undervalued versus historical averages, while tobacco and retail are overvalued. RSPS offers consumer staples exposure with better value and less company-specific risk than XLP, but also lower risk-adjusted returns and trading volumes. Four stocks are cheaper than their peers in July.
A smart beta exchange traded fund, the Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) debuted on 11/01/2006, and offers broad exposure to the Consumer Staples ETFs category of the market.
If you're interested in broad exposure to the Consumer Staples - Broad segment of the equity market, look no further than the Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS), a passively managed exchange traded fund launched on November 1, 2006.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,261 | $335,620.77 | $312,037.01 | -$23,583.76 | -7.03% |
| ME Matthew Ellis Planning Directions Inc | 21,610 | $658,293.95 | $657,808.4 | -$485.55 | -0.07% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,270 | $97,974.2 | $98,672.25 | $698.05 | 0.71% |
| MC Molly Crider Walker Asset Management LLC | 19,574 | $634,746.55 | $594,266.64 | -$40,479.91 | -6.38% |
Mark Fiskio Empirical Asset Management LLC | 7,360 | $242,364.8 | $227,129.6 | -$15,235.2 | -6.29% |
| ARCA Exchange | US Country |
The fund is an investment vehicle that allocates at least 90% of its total assets into the securities that are part of the underlying index it tracks. This underlying index specifically includes all companies within the S&P 500® that are categorized under the consumer staples sector. The classification is based on the Global Industry Classification Standard ("GICS"). Essentially, this fund provides investors with the opportunity to invest in a diversified portfolio of companies deemed essential for everyday life, such as food, beverage, household and personal products companies, all of which tend to have a stable demand regardless of economic conditions.
The main product of this fund is its investment portfolio, which is composed of several key components: