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Morningstar

Invesco FTSE RAFI Dev Mkts ex-US ETF PXF

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

Morningstar’s Analysis PXF

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

  • People Pillar

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

A value strategy that benefits from mean-reverting prices.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

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.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings PXF

More PXF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC

2.61 42.9 Mil
Energy

Samsung Electronics Co Ltd

1.60 26.3 Mil
Technology

TotalEnergies SE

1.49 24.5 Mil
Energy

Toyota Motor Corp

1.41 23.1 Mil
Consumer Cyclical

BP PLC

1.29 21.1 Mil
Energy

BHP Group Ltd

0.92 15.1 Mil
Basic Materials

Nestle SA

0.92 15.0 Mil
Consumer Defensive

HSBC Holdings PLC

0.90 14.8 Mil
Financial Services

Mitsubishi UFJ Financial Group Inc

0.77 12.6 Mil
Financial Services

BNP Paribas Act. Cat.A

0.76 12.5 Mil
Financial Services