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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

3.74 32.3 Mil
Energy

Exxon Mobil Corp

3.70 31.9 Mil
Energy

Wells Fargo & Co

3.64 31.4 Mil
Financial Services

Morgan Stanley

3.39 29.3 Mil
Financial Services

Bank of America Corp

3.38 29.2 Mil
Financial Services

Chevron Corp

3.28 28.3 Mil
Energy

JPMorgan Chase & Co

3.23 27.9 Mil
Financial Services

Cisco Systems Inc

3.19 27.6 Mil
Technology

International Business Machines Corp

3.17 27.4 Mil
Technology

Verizon Communications Inc

3.17 27.4 Mil
Communication Services