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Invesco S&P SmallCap Value with Momt ETF XSVM

Morningstar Medalist Rating
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.

  • 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.

A strong management team and sound investment process underpin Invesco S&P SmallCap Value with Momt 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 XSVM

More XSVM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jackson Financial Inc

1.67 13.1 Mil
Financial Services

Vital Energy

1.67 13.1 Mil
Energy

Kelly Services Inc Class A

1.60 12.6 Mil
Industrials

Fresh Del Monte Produce Inc

1.55 12.1 Mil
Consumer Defensive

DXP Enterprises Inc

1.53 12.0 Mil
Industrials

ScanSource Inc

1.47 11.5 Mil
Technology

EZCORP Inc

1.38 10.8 Mil
Financial Services

Kohl's Corp

1.35 10.6 Mil
Consumer Cyclical

Greenbrier Companies Inc

1.33 10.4 Mil
Industrials

StoneX Group Inc

1.29 10.1 Mil
Financial Services