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InvescoMid-Cap GrowthRFG · NYSE Arca

Invesco S&P Midcap 400 Pure Growth ETF (RFG)

Price
$60.10
11 Sept 2026
Assets
$344.7M
Total net assets
Expense ratio
0.35%
Category 1.05%
Yield
0.15%
Trailing distributions
3Y CAGR
14.9%-2.4%
Category 17.3%
5Y CAGR
6.3%+2.6%
Category 3.7%
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Invesco S&P Midcap 400 Pure Growth ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-5.6%-5.4%+9.8%+14.6%+16.6%+14.9%+6.3%+9.8%+9.5%
Mid-Cap Growth average-4.8%-2.7%12.0%9.7%9.5%17.3%3.7%12.9%9.8%
Difference-0.8%-2.6%-2.2%+5.0%+7.1%-2.4%+2.6%-3.1%-0.3%

Holdings

The 10 largest positions make up 20.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
HALOHalozyme Therapeutics Inc2.66%
ARWRArrowhead Pharmaceuticals Inc2.42%
FTITechnipFMC PLC2.35%
CRSCarpenter Technology Corp2.04%
IDCCInterDigital Inc1.89%
TWLOTwilio Inc Class A1.86%
ATIATI Inc1.86%
FIVEFive Below Inc1.84%
MEDPMedpace Holdings Inc1.83%
VALValaris Ltd1.83%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
25.9
P/B
5.1
P/S
3.3
P/CF
18.8

Sector allocation

Share of the equity the fund holds.

26.1%Industrials11 sectors
  1. Industrials26.1%
  2. Health care23.7%
  3. Technology22.2%
  4. Consumer discretionary6.6%
  5. Materials4.7%
  6. Energy4.7%
  7. Financial services3.7%
  8. Consumer staples2.6%
  9. Real estate2.0%
  10. Communication services1.8%
  11. Utilities1.8%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
Invesco
Category
Equity · Mid-Cap Growth
Ticker
RFG
Exchange
NYSE Arca
Inception
1 Mar 2006 (20.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.35% (category 1.05%)
Holdings turnover
77% (category 91%)
Distribution yield
0.15%
Beta, 3 years
1.10
Total net assets
$344.7M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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