Morningstar

Invesco S&P 500 Value with Momentum ETF SPVM

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

Morningstar’s Analysis SPVM

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

  • People Pillar

    The People Pillar is our evaluation of the SPVM 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 SPVM’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 500 Value with Momentum ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well 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 SPVM

More SPVM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Airlines Holdings Inc

1.80 2M
Industrials

Allstate Corp

1.77 2M
Financial Services

CVS Health Corp

1.62 2M
Healthcare

General Motors Co

1.60 2M
Consumer Cyclical

Edison International

1.52 2M
Utilities

Loews Corp

1.49 2M
Financial Services

The Travelers Companies Inc

1.49 2M
Financial Services

The Hartford Insurance Group Inc

1.44 2M
Financial Services

Cincinnati Financial Corp

1.42 2M
Financial Services

Bunge Global SA

1.39 2M
Consumer Defensive

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