PXF – Fund Analysis – Invesco FTSE RAFI Dev Mkts ex-US ETF | Morningstar

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Will PXF outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PXF’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the PXF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of PXF’s parent organization’s priorities and whether they’re in line with investors’ interests.

A value strategy that benefits from mean-reverting prices.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

Invesco FTSE RAFI Developed Markets ex US ETF uses an unconventional approach that strikes a reasonable balance between risk and reward. Its incorporation of growth stocks can buoy performance when its value-oriented portfolio stumbles, and weighting by fundamentals has the potential to take advantage of mean-reverting prices.

by Daniel Sotiroff

Rated on Jun 7, 2024 Published on Jun 7, 2024

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