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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 1025
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC

2.57
39,405,898
Energy

TotalEnergies SE

1.49
22,818,715
Energy

Samsung Electronics Co Ltd

1.40
21,359,565
Technology

BP PLC

1.32
20,264,058
Energy

HSBC Holdings PLC

1.15
17,658,511
Financial Services

Nestle SA

1.04
15,880,876
Consumer Defensive

Toyota Motor Corp

0.98
15,051,859
Consumer Cyclical

Mitsubishi UFJ Financial Group Inc

0.93
14,237,525
Financial Services

Allianz SE

0.90
13,741,721
Financial Services

Novartis AG Registered Shares

0.87
13,346,582
Healthcare