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Invesco S&P 500 Minimum Variance ETF SPMV

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

Morningstar’s Analysis SPMV

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

  • People Pillar

    The People Pillar is our evaluation of the SPMV 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 SPMV’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 500 Minimum Variance 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 SPMV

More SPMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

3.62 194,422
Utilities

Progressive Corp

3.27 175,489
Financial Services

Procter & Gamble Co

3.07 165,202
Consumer Defensive

Amazon.com Inc

3.07 164,935
Consumer Cyclical

Microsoft Corp

3.07 164,851
Technology

Berkshire Hathaway Inc Class B

3.04 163,192
Financial Services

Mondelez International Inc Class A

3.00 161,303
Consumer Defensive

Marsh & McLennan Companies Inc

2.98 159,956
Financial Services

Chubb Ltd

2.68 143,862
Financial Services

Oracle Corp

2.59 139,215
Technology