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Morningstar

Invesco S&P 500® Momentum ETF SPMO

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

Morningstar’s Analysis SPMO

Will SPMO 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 SPMO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPMO 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 SPMO’s parent organization’s priorities and whether they’re in line with investors’ interests.

Invesco S&P 500 ® Momentum ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPMO

More SPMO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.60 245.1 Mil
Technology

Apple Inc

9.52 185.3 Mil
Technology

Microsoft Corp

8.80 171.2 Mil
Technology

Meta Platforms Inc Class A

8.52 165.8 Mil
Communication Services

Amazon.com Inc

7.77 151.2 Mil
Consumer Cyclical

Broadcom Inc

5.29 103.0 Mil
Technology

Eli Lilly and Co

5.29 102.9 Mil
Healthcare

Berkshire Hathaway Inc Class B

3.38 65.6 Mil
Financial Services

JPMorgan Chase & Co

2.24 43.6 Mil
Financial Services

Costco Wholesale Corp

2.16 42.0 Mil
Consumer Defensive