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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 sound investment process and strong management team 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 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 115
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Par Pacific Holdings Inc

2.19
13,311,651
Energy

Vital Energy

1.72
10,442,807
Energy

Veritiv Corp

1.61
9,790,920
Industrials

Caleres Inc

1.57
9,531,734
Consumer Cyclical

Andersons Inc

1.50
9,111,978
Consumer Defensive

CONSOL Energy Inc Ordinary Shares

1.46
8,875,237
Energy

StoneX Group Inc

1.43
8,697,060
Financial Services

Olympic Steel Inc

1.36
8,256,608
Basic Materials

SunCoke Energy Inc

1.36
8,247,975
Basic Materials

Titan International Inc

1.35
8,206,622
Industrials