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Invesco Dorsey Wright Healthcare MomtETF PTH

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

Morningstar’s Analysis PTH

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

  • People Pillar

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

A sound investment process and strong management team underpin Invesco Dorsey Wright Healthcare MomtETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PTH

More PTH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

4.91 7.0 Mil
Healthcare

IDEXX Laboratories Inc

4.74 6.7 Mil
Healthcare

Medpace Holdings Inc

4.23 6.0 Mil
Healthcare

Alpine Immune Sciences Inc

4.12 5.9 Mil
Healthcare

Tenet Healthcare Corp

3.77 5.4 Mil
Healthcare

Natera Inc

3.12 4.4 Mil
Healthcare

ImmunityBio Inc Ordinary Shares

2.88 4.1 Mil
Healthcare

Avidity Biosciences Inc Ordinary Shares

2.72 3.9 Mil
Healthcare

Regeneron Pharmaceuticals Inc

2.69 3.8 Mil
Healthcare

Vera Therapeutics Inc Class A

2.65 3.8 Mil
Healthcare