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Invesco DWA Financial Momentum ETF PFI

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PFI

Will PFI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin Invesco DWA Financial Momentum 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 second-cheapest fee quintile among peers.

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Portfolio Holdings PFI

  • Current Portfolio Date
  • Equity Holdings 49
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.15
1,174,914
Financial Services
3.79
1,073,286
Financial Services

CubeSmart

3.69
1,044,823
Real Estate
3.68
1,042,046
Financial Services
3.68
1,041,532
Financial Services
3.32
940,365
Financial Services
3.31
936,787
Financial Services
3.26
921,621
Financial Services
3.11
880,883
Financial Services
2.84
802,994
Financial Services