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Invesco S&P 500 Value with Momentum ETF SPVM

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis SPVM

Will SPVM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Invesco S&P 500 Value with Momentum ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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Summary

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

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Portfolio Holdings SPVM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

General Motors Co

2.22 837,572
Consumer Cyclical

Bunge Global SA

2.02 762,460
Consumer Defensive

Valero Energy Corp

1.77 667,873
Energy

Synchrony Financial

1.58 595,830
Financial Services

Phillips 66

1.56 589,841
Energy

Marathon Petroleum Corp

1.46 550,818
Energy

Loews Corp

1.44 542,531
Financial Services

M&T Bank Corp

1.43 540,217
Financial Services

Cincinnati Financial Corp

1.43 538,819
Financial Services

The Kroger Co

1.43 538,684
Consumer Defensive