Skip to Content
Morningstar

Invesco DW Consumer Cyclicals Momt ETF PEZ

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

Morningstar’s Analysis PEZ

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

  • 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.

Strength in Invesco DW Consumer Cyclicals Momt ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PEZ

More PEZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Modine Manufacturing Co

5.15 3.6 Mil
Consumer Cyclical

Toll Brothers Inc

4.35 3.0 Mil
Consumer Cyclical

Amazon.com Inc

3.99 2.8 Mil
Consumer Cyclical

Abercrombie & Fitch Co Class A

3.78 2.6 Mil
Consumer Cyclical

Murphy USA Inc

3.77 2.6 Mil
Consumer Cyclical

Royal Caribbean Group

3.59 2.5 Mil
Consumer Cyclical

Dick's Sporting Goods Inc

3.57 2.5 Mil
Consumer Cyclical

McKesson Corp

3.37 2.4 Mil
Healthcare

PulteGroup Inc

3.24 2.3 Mil
Consumer Cyclical

KB Home

3.12 2.2 Mil
Consumer Cyclical