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Invesco S&P MidCap Value with Momt ETF XMVM

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis XMVM

Will XMVM outperform in future?

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

A sound investment process and strong management team underpin Invesco S&P MidCap Value with Momt ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings XMVM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PBF Energy Inc Class A

3.00 6.1 Mil
Energy

Avnet Inc

2.47 5.0 Mil
Technology

United States Steel Corp

2.40 4.9 Mil
Basic Materials

HF Sinclair Corp

2.38 4.9 Mil
Energy

Lithia Motors Inc Class A

2.26 4.6 Mil
Consumer Cyclical

Arrow Electronics Inc

2.14 4.4 Mil
Technology

AutoNation Inc

2.10 4.3 Mil
Consumer Cyclical

Taylor Morrison Home Corp

2.06 4.2 Mil
Consumer Cyclical

TD Synnex Corp

2.00 4.1 Mil
Technology

Unum Group

1.82 3.7 Mil
Financial Services