Morningstar

Invesco S&P S&P 500 Concentrated QVM ETF QVMT

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

Morningstar’s Analysis QVMT

Will QVMT outperform in the 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 QVMT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco S&P S&P 500 Concentrated QVM ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings QVMT

More QVMT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.68 7M
Technology

ExxonMobil Holdings Corp

5.52 7M
Energy

GE Vernova Inc

5.10 7M
Industrials

Cisco Systems Inc

4.90 6M
Technology

Lam Research Corp

4.87 6M
Technology

SanDisk Corp Ordinary Shares

4.65 6M
Technology

Caterpillar Inc

4.60 6M
Industrials

KLA Corp

3.24 4M
Technology

Western Digital Corp

2.99 4M
Technology

Newmont Corp

2.72 4M
Basic Materials

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