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Morningstar

Invesco S&P 500 QVM Multi-factor ETF QVML

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

Morningstar’s Analysis QVML

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

  • People Pillar

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

Invesco S&P 500 QVM Multi-factor ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QVML

More QVML Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.83 71.4 Mil
Technology

Apple Inc

6.52 59.5 Mil
Technology

NVIDIA Corp

4.60 42.0 Mil
Technology

Alphabet Inc Class C

4.46 40.7 Mil
Communication Services

Amazon.com Inc

4.18 38.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.69 24.5 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.82 16.6 Mil
Financial Services

Eli Lilly and Co

1.44 13.1 Mil
Healthcare

Broadcom Inc

1.34 12.2 Mil
Technology

JPMorgan Chase & Co

1.27 11.6 Mil
Financial Services