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Invesco S&P MidCap Value with Momt ETF XMVM

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

Morningstar’s Analysis XMVM

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

  • People Pillar

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

A sound investment process and strong management team underpin Invesco S&P MidCap Value with Momt ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XMVM

More XMVM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PBF Energy Inc Class A

2.81 6.1 Mil
Energy

Lithia Motors Inc Class A

2.37 5.2 Mil
Consumer Cyclical

Avnet Inc

2.33 5.1 Mil
Technology

HF Sinclair Corp

2.27 5.0 Mil
Energy

United States Steel Corp

2.00 4.4 Mil
Basic Materials

Arrow Electronics Inc

1.99 4.4 Mil
Technology

AutoNation Inc

1.77 3.9 Mil
Consumer Cyclical

TD Synnex Corp

1.68 3.7 Mil
Technology

Unum Group

1.67 3.7 Mil
Financial Services

Bank OZK

1.59 3.5 Mil
Financial Services