Morningstar

Invesco Dividend Achievers™ ETF PFM

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

Morningstar’s Analysis PFM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Dividend Achievers™ 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 PFM

More PFM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.33 35M
Technology

Eli Lilly and Co

4.32 35M
Healthcare

Microsoft Corp

4.05 33M
Technology

Broadcom Inc

3.44 28M
Technology

Walmart Inc

3.38 27M
Consumer Defensive

JPMorgan Chase & Co

3.14 25M
Financial Services

ExxonMobil Holdings Corp

2.58 21M
Energy

Visa Inc Class A

2.48 20M
Financial Services

Johnson & Johnson

2.27 18M
Healthcare

Mastercard Inc Class A

1.93 16M
Financial Services

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