Invesco FTSE RAFI Developed Markets ex-U.S. ETF PXF should be a strong value strategy over the long run. Its fundamental weighting approach can be an advantage when valuations revert to their long-term averages. The fund earns a Morningstar Medalist Rating of Silver.
Invesco FTSE RAFI Dev Mkts ex-US ETF PXF
Morningstar’s Analysis PXF
Will PXF 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 12.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Shell PLC | 2.59 | 43.6 Mil | Energy |
Samsung Electronics Co Ltd | 1.53 | 25.7 Mil | Technology |
TotalEnergies SE | 1.50 | 25.2 Mil | Energy |
Toyota Motor Corp | 1.35 | 22.6 Mil | Consumer Cyclical |
BP PLC | 1.28 | 21.5 Mil | Energy |
HSBC Holdings PLC | 0.97 | 16.4 Mil | Financial Services |
Nestle SA | 0.89 | 15.0 Mil | Consumer Defensive |
BHP Group Ltd | 0.87 | 14.7 Mil | Basic Materials |
BNP Paribas Act. Cat.A | 0.79 | 13.3 Mil | Financial Services |
Mitsubishi UFJ Financial Group Inc | 0.77 | 13.0 Mil | Financial Services |