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Morningstar

Invesco S&P SmallCap Momentum ETF XSMO

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

Morningstar’s Analysis XSMO

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

People Pillar

The People Pillar is our evaluation of the XSMO 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 XSMO’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Invesco S&P SmallCap Momentum ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XSMO

More XSMO Holdings
  • Current Portfolio Date
  • Equity Holdings 114
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rambus Inc

4.20
7,695,164
Technology

e.l.f. Beauty Inc

3.63
6,650,745
Consumer Defensive

Comfort Systems USA Inc

2.96
5,421,010
Industrials

ATI Inc

2.70
4,940,835
Industrials

Axcelis Technologies Inc

2.39
4,379,692
Technology

SPS Commerce Inc

2.33
4,259,530
Technology

Insight Enterprises Inc

2.16
3,947,433
Technology

Badger Meter Inc

2.15
3,935,054
Technology

Applied Industrial Technologies Inc

2.11
3,868,359
Industrials

Meritage Homes Corp

2.10
3,850,543
Consumer Cyclical