The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
Invesco Dividend Achievers™ ETF PFM
Morningstar’s Analysis PFM
Will PFM 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 26.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 3.89 | 24.8 Mil | Technology |
Apple Inc | 3.87 | 24.6 Mil | Technology |
Broadcom Inc | 2.82 | 18.0 Mil | Technology |
JPMorgan Chase & Co | 2.71 | 17.3 Mil | Financial Services |
Walmart Inc | 2.37 | 15.1 Mil | Consumer Defensive |
Exxon Mobil Corp | 2.27 | 14.4 Mil | Energy |
UnitedHealth Group Inc | 2.23 | 14.2 Mil | Healthcare |
Visa Inc Class A | 2.08 | 13.2 Mil | Financial Services |
Mastercard Inc Class A | 2.01 | 12.8 Mil | Financial Services |
Procter & Gamble Co | 1.90 | 12.1 Mil | Consumer Defensive |