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Invesco Large Cap Value ETF PWV

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

Morningstar’s Analysis PWV

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

  • People Pillar

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

A sound investment process and strong management team underpin Invesco Large Cap Value 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PWV

More PWV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ConocoPhillips

3.73 33.0 Mil
Energy

Exxon Mobil Corp

3.71 32.8 Mil
Energy

Wells Fargo & Co

3.64 32.2 Mil
Financial Services

Bank of America Corp

3.51 31.0 Mil
Financial Services

Morgan Stanley

3.41 30.2 Mil
Financial Services

JPMorgan Chase & Co

3.38 29.9 Mil
Financial Services

Chevron Corp

3.37 29.8 Mil
Energy

Cisco Systems Inc

3.13 27.7 Mil
Technology

Union Pacific Corp

3.09 27.3 Mil
Industrials

Verizon Communications Inc

3.03 26.9 Mil
Communication Services