The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
Invesco S&P MidCap Value with Momt ETF XMVM
Morningstar’s Analysis XMVM
Will XMVM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
PBF Energy Inc Class A | 2.31 | 5.7 Mil | Energy |
Lithia Motors Inc Class A | 2.26 | 5.6 Mil | Consumer Cyclical |
Avnet Inc | 2.20 | 5.5 Mil | Technology |
HF Sinclair Corp | 1.99 | 5.0 Mil | Energy |
United States Steel Corp | 1.94 | 4.8 Mil | Basic Materials |
Arrow Electronics Inc | 1.87 | 4.7 Mil | Technology |
AutoNation Inc | 1.81 | 4.5 Mil | Consumer Cyclical |
Graham Holdings Co | 1.71 | 4.3 Mil | Consumer Defensive |
Bank OZK | 1.69 | 4.2 Mil | Financial Services |
Taylor Morrison Home Corp | 1.67 | 4.2 Mil | Consumer Cyclical |