Invesco S&P MidCap Value with Momt 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.
Invesco S&P MidCap Value with Momentum ETF XMVM
Morningstar’s Analysis XMVM
Will XMVM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the XMVM 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 XMVM’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
TD Synnex Corp | 3.63 | 17M | Technology |
Lear Corp | 2.92 | 14M | Consumer Cyclical |
HF Sinclair Corp | 2.29 | 11M | Energy |
Macy's Inc | 2.18 | 10M | Consumer Cyclical |
Brighthouse Financial Inc Registered Shs When Issued | 2.14 | 10M | Financial Services |
RenaissanceRe Holdings Ltd | 1.88 | 9M | Financial Services |
PBF Energy Inc Class A | 1.88 | 9M | Energy |
Penske Automotive Group Inc | 1.81 | 8M | Consumer Cyclical |
Valaris Ltd | 1.77 | 8M | Energy |
Graham Holdings Co Ordinary Shares - Class B | 1.76 | 8M | Consumer Defensive |
United States