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Invesco FTSE RAFI Dev Mkts ex-US ETF PXF

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.

A value strategy that benefits from mean-reverting prices.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

Invesco FTSE RAFI Developed Markets ex US ETF uses an unconventional approach that strikes a reasonable balance between risk and reward. Its incorporation of growth stocks can buoy performance when its value-oriented portfolio stumbles, and weighting by fundamentals has the potential to take advantage of mean-reverting prices.

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Portfolio Holdings PXF

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 12.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC

2.52 42.6 Mil
Energy

Samsung Electronics Co Ltd

1.67 28.2 Mil
Technology

TotalEnergies SE

1.33 22.6 Mil
Energy

Toyota Motor Corp

1.16 19.6 Mil
Consumer Cyclical

BP PLC

1.09 18.5 Mil
Energy

HSBC Holdings PLC

0.93 15.7 Mil
Financial Services

Nestle SA

0.88 15.0 Mil
Consumer Defensive

BHP Group Ltd

0.87 14.8 Mil
Basic Materials

Roche Holding AG

0.85 14.4 Mil
Healthcare

Mitsubishi UFJ Financial Group Inc

0.83 14.0 Mil
Financial Services