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Invesco Dorsey Wright Momentum ETF PDP

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

Morningstar’s Analysis PDP

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

  • People Pillar

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

Invesco Dorsey Wright Momentum ETF earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings PDP

More PDP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

O'Reilly Automotive Inc

3.02 36.1 Mil
Consumer Cyclical

Mastercard Inc Class A

2.85 34.1 Mil
Financial Services

Cadence Design Systems Inc

2.70 32.4 Mil
Technology

Copart Inc

2.64 31.7 Mil
Industrials

TransDigm Group Inc

2.50 29.9 Mil
Industrials

WR Berkley Corp

2.48 29.7 Mil
Financial Services

Roper Technologies Inc

2.42 29.0 Mil
Technology

Amphenol Corp Class A

2.35 28.2 Mil
Technology

Targa Resources Corp

2.06 24.7 Mil
Energy

Kinsale Capital Group Inc

1.98 23.7 Mil
Financial Services