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Morningstar

Invesco Russell 2000® Dynamic Mltfct ETF OMFS

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

Morningstar’s Analysis OMFS

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

  • People Pillar

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

A strong management team and sound investment process underpin Invesco Russell 2000 ® Dynamic Mltfct ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 OMFS

More OMFS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pediatrix Medical Group Inc

0.49 1.4 Mil
Healthcare

United Natural Foods Inc

0.42 1.2 Mil
Consumer Defensive

Forward Air Corp

0.40 1.2 Mil
Industrials

Gannett Co Inc

0.39 1.1 Mil
Communication Services

Embecta Corp

0.39 1.1 Mil
Healthcare

Herbalife Ltd

0.38 1.1 Mil
Consumer Defensive

Varex Imaging Corp

0.38 1.1 Mil
Healthcare

Healthcare Services Group Inc

0.38 1.1 Mil
Healthcare

Nabors Industries Ltd

0.37 1.1 Mil
Energy

Cross Country Healthcare Inc

0.37 1.1 Mil
Healthcare