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Invesco S&P SmallCap Value with Momt ETF XSVM

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis XSVM

Will XSVM 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 SmallCap Value with Momt ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings XSVM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jackson Financial Inc

1.81 14.3 Mil
Financial Services

Benchmark Electronics Inc

1.67 13.2 Mil
Technology

ScanSource Inc

1.62 12.8 Mil
Technology

Clearwater Paper Corp

1.62 12.8 Mil
Basic Materials

Kelly Services Inc Class A

1.52 12.0 Mil
Industrials

DXP Enterprises Inc

1.51 11.9 Mil
Industrials

Vital Energy

1.45 11.5 Mil
Energy

Fresh Del Monte Produce Inc

1.43 11.3 Mil
Consumer Defensive

StoneX Group Inc

1.38 10.9 Mil
Financial Services

Kohl's Corp

1.36 10.7 Mil
Consumer Cyclical