Morningstar

Invesco S&P SmallCap Value with Momentum ETF XSVM

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

Morningstar’s Analysis XSVM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco S&P SmallCap Value with Momt ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XSVM

More XSVM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kohl's Corp

2.18 15M
Consumer Cyclical

Lincoln National Corp

1.69 11M
Financial Services

Genworth Financial Inc

1.48 10M
Financial Services

Sonic Automotive Inc Class A

1.43 10M
Consumer Cyclical

Par Pacific Holdings Inc

1.37 9M
Energy

Adient PLC

1.35 9M
Consumer Cyclical

Sally Beauty Holdings Inc

1.29 9M
Consumer Cyclical

ScanSource Inc

1.29 9M
Technology

Del Monte Corp

1.24 8M
Consumer Defensive

Andersons Inc

1.21 8M
Consumer Defensive

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