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 15.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Benchmark Electronics Inc | 1.87 | 14.5 Mil | Technology |
Jackson Financial Inc | 1.85 | 14.4 Mil | Financial Services |
Clearwater Paper Corp | 1.70 | 13.2 Mil | Basic Materials |
ScanSource Inc | 1.59 | 12.3 Mil | Technology |
DXP Enterprises Inc | 1.48 | 11.5 Mil | Industrials |
Kelly Services Inc Class A | 1.48 | 11.4 Mil | Industrials |
Vital Energy | 1.47 | 11.4 Mil | Energy |
StoneX Group Inc | 1.42 | 11.0 Mil | Financial Services |
Fresh Del Monte Produce Inc | 1.39 | 10.8 Mil | Consumer Defensive |
Greenbrier Companies Inc | 1.38 | 10.7 Mil | Industrials |