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Invesco: Enjoying S&P 500 returns? Consider additional opportunities with RSP.

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morningstar.com

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morningstar@mailing.morningstar.com

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Wed, Dec 8, 2021 04:06 PM

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You are receiving this email as a registered member of Morningstar.com and have asked to receive fea

You are receiving this email as a registered member of Morningstar.com and have asked to receive features, products and services from third party companies. This is a paid advertisement from the sponsor. If you would like to change your e-mail preferences, see the bottom of this message for more information. Also, if you are unable to see the images, please click “Show Images and Enable Links” or right-click to download pictures. [Invesco]( Take a balanced approach to the S&P 500 Investors have enjoyed returns the S&P 500 Index has provided over the years, but it’s coming at the cost of concentration risk from overexposure to the largest U.S. companies. Consider potentially strengthening your core with an equal weight approach via our Invesco S&P 500 Equal Weight ETF (ticker: RSP), which may provide: • Diversification away from concentration: The top 50 companies in the S&P500 Index make up 50% of the index based on market cap. On the other hand, the S&P 500 Equal Weight Index, which RSP seeks to track, weights each company in the S&P 500 equally at 0.2%1. • Attractive value and tax efficient: RSP costs 75% less than its peers and has not paid a capital gains distribution since its inception in 20032. • [Fund’s standardized performance:]( RSP has outperformed (based on NAV) the S&P 500 Index by 0.81% since inception in 20033. Interested in the benefits of an equal weight approach with ESG criteria included? Check out our new ETF RSPE. [Learn more RSP]( [Learn more RSPE]( Performance data quoted represents past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than performance data quoted. See invesco.com to find the most recent month-end performance numbers. Market returns are based on the midpoint of the bid/ask spread at 4 p.m. ET and do not represent the returns an investor would receive if shares were traded at other times. Fund performance reflects applicable fee waivers, absent which, performance data quoted would have been lower. After-tax returns reflect the highest federal income tax rate but exclude state and local taxes. After Tax Held and After Tax Sold are based on NAV. FOR INSTITUTIONAL INVESTOR USE ONLY — NOT FOR USE WITH THE PUBLIC NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY [Invesco Fund Risks and Prospectuses]( 1Source: Morningstar Research Inc. and Invesco as of September 30, 2021 2Invesco does not provide tax advice. Investors should always consult their own legal or tax professional for information concerning their individual situation. Source: Lipper, Bloomberg, as of September 30, 2021. Lipper Multi-Cap Value Funds Classification median expense ratio and average annualized capital gains rate (%NAV) are based on open-end , no-load mutual funds and ETFs; excludes funds of funds. An investment cannot be made directly into an index. See the appendix for standardized performance. This is the most recently available data. 3Source: Bloomberg L.P. as of September 30, 2021. Outperformance factors in fees and expenses. Past performance is not a guarantee of future results. Index returns do not represent fund returns. See other side for fund performance. The opinions expressed in this e-mail are those of the author, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions. This email has been sent on behalf of Invesco Ltd. or an Invesco affiliate: 1555 Peachtree Street, N.E., Suite 1800, Atlanta, GA 30309 [invesco.com/us]( 12/21 NA1935141 Invesco Distributors, Inc. [Advertisement] About this E-mail to Morningstar.com Customers: To unsubscribe from future e-mail, please [click here]( or email joe@morningstar.com. This message was sent by an automatic mail sending program. Do not reply to this e-mail address. Any messages sent to this address will be automatically deleted. If you have questions about Morningstar.com or your membership, send a note to joe@morningstar.com. ABOUT OUR PRIVACY POLICY Please [click here]( to learn about Morningstar's privacy policy. © Copyright 2021. Morningstar, Inc., 22 West Washington Chicago, Illinois, 60602. All rights reserved

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