The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Invesco S&P SmallCap Value with Momt ETF XSVM
Morningstar’s Analysis XSVM
Will XSVM 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 15.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Jackson Financial Inc | 1.84 | 14.0 Mil | Financial Services |
Benchmark Electronics Inc | 1.74 | 13.3 Mil | Technology |
Clearwater Paper Corp | 1.67 | 12.8 Mil | Basic Materials |
ScanSource Inc | 1.59 | 12.1 Mil | Technology |
Kelly Services Inc Class A | 1.52 | 11.6 Mil | Industrials |
DXP Enterprises Inc | 1.48 | 11.3 Mil | Industrials |
StoneX Group Inc | 1.42 | 10.9 Mil | Financial Services |
Vital Energy | 1.41 | 10.7 Mil | Energy |
Fresh Del Monte Produce Inc | 1.41 | 10.7 Mil | Consumer Defensive |
Genworth Financial Inc | 1.37 | 10.4 Mil | Financial Services |