The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
Invesco Dividend Achievers™ ETF PFM
Morningstar’s Analysis PFM
Will PFM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 4.06 | 29.5 Mil | Technology |
Apple Inc | 4.01 | 29.1 Mil | Technology |
Broadcom Inc | 3.47 | 25.2 Mil | Technology |
Walmart Inc | 2.81 | 20.4 Mil | Consumer Defensive |
JPMorgan Chase & Co | 2.60 | 18.9 Mil | Financial Services |
UnitedHealth Group Inc | 2.34 | 17.0 Mil | Healthcare |
Exxon Mobil Corp | 2.26 | 16.4 Mil | Energy |
Oracle Corp | 2.04 | 14.8 Mil | Technology |
Visa Inc Class A | 1.99 | 14.4 Mil | Financial Services |
Mastercard Inc Class A | 1.96 | 14.2 Mil | Financial Services |