Morningstar

Invesco FTSE RAFI Dev Mkts ex-US ETF PXF

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PXF

Will PXF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • 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 Published on

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Portfolio Holdings PXF

More PXF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC

2.17 38.8 Mil
Energy

TotalEnergies SE

1.25 22.4 Mil
Energy

Samsung Electronics Co Ltd

1.23 22.1 Mil
Technology

Toyota Motor Corp

1.01 18.2 Mil
Consumer Cyclical

HSBC Holdings PLC

0.94 16.8 Mil
Financial Services

BP PLC

0.93 16.7 Mil
Energy

Roche Holding AG

0.90 16.2 Mil
Healthcare

Royal Bank of Canada

0.88 15.8 Mil
Financial Services

BHP Group Ltd

0.86 15.5 Mil
Basic Materials

Nestle SA

0.82 14.7 Mil
Consumer Defensive

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