Invesco DW Consumer Cyclicals Momt 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.
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ
Morningstar’s Analysis PEZ
Will PEZ outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PEZ 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 PEZ’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Tapestry Inc | 4.12 | 988,532 | Consumer Cyclical |
Cardinal Health Inc | 4.00 | 960,389 | Healthcare |
Ralph Lauren Corp Class A | 3.97 | 951,727 | Consumer Cyclical |
Marriott International Inc Class A | 3.62 | 869,367 | Consumer Cyclical |
Williams-Sonoma Inc | 3.57 | 855,424 | Consumer Cyclical |
Hilton Worldwide Holdings Inc | 3.53 | 847,990 | Consumer Cyclical |
Garrett Motion Inc Ordinary Shares - New | 3.23 | 774,512 | Consumer Cyclical |
Walmart Inc | 3.14 | 752,950 | Consumer Defensive |
McKesson Corp | 3.10 | 743,130 | Healthcare |
TJX Companies Inc | 3.05 | 732,905 | Consumer Cyclical |
United States