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Morningstar

Invesco S&P SmallCp 600 QVM Mlt-fctr ETF QVMS

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

Morningstar’s Analysis QVMS

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

  • People Pillar

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

Invesco S&P SmallCp 600 QVM Mlt-fctr 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 QVMS

More QVMS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ATI Inc

0.73 1.4 Mil
Industrials

Mueller Industries Inc

0.69 1.4 Mil
Industrials

Fabrinet

0.67 1.3 Mil
Technology

Ensign Group Inc

0.65 1.3 Mil
Healthcare

SPS Commerce Inc

0.64 1.3 Mil
Technology

Meritage Homes Corp

0.62 1.2 Mil
Consumer Cyclical

Carpenter Technology Corp

0.59 1.2 Mil
Industrials

SPX Technologies Inc

0.57 1.1 Mil
Industrials

Federal Signal Corp

0.53 1.1 Mil
Industrials

Jackson Financial Inc

0.53 1.0 Mil
Financial Services