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CSTKInvesco Comstock Contrarian Equity ETF

Grow my moneyGet income1y track recordRanked #870 of 1,706 in this goal

Seeks total return through growth of capital and current income.

By Invesco · Launched 2025

Annual Cost

0.35%

#1,699 of 6,040 · low cost

Fund Size

$181M

#2,540 of 6,040 · mid-size

Return (1Y)

+22.1%

Track Record

1 year

#4,299 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,158+21.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Dividend

Holdings

By weight

Concentration

Top 10 holdings = 31.0% of funddiversified

Alphabet Inc.
4.5%
Bank of America Corp.
3.8%
Cisco Systems, Inc.
3.3%
CVS Health Corp.
3.0%
Wells Fargo & Co.
3.0%
Chevron Corp.
2.8%
FedEx Corp.
2.7%
NXP Semiconductors N.V.
2.7%
State Street Corp.
2.7%
Citizens Financial Group, Inc.
2.5%

Asset allocation

Stocks
97.5%
Cash
2.5%

By sector

Financial Services
21.0%
Healthcare
17.8%
Technology
15.6%
Industrials
11.4%
Energy
9.2%
Communication
6.9%
Consumer Cyclical
6.7%
Consumer Defensive
6.4%
Other
5.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.1%Moderate

Year-on-year price swings

Max drawdown
-8.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks total return through growth of capital and current income.
Strategy
Invests primarily in common stocks, focusing on large capitalization issuers, with a value style of investing to identify undervalued companies. Aims for total return through capital growth and current income.
Inception date
May 5, 2025
Fund family
Invesco

Next steps

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Data updated on 2026-09-18