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Invesco Dorsey Wright Financial Momt ETF PFI

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PFI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A strong management team and sound investment process underpin Invesco Dorsey Wright Financial Momt ETF's Morningstar Medalist Rating of Silver.

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

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Portfolio Holdings PFI

More PFI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mastercard Inc Class A

4.83 2.9 Mil
Financial Services

Ares Management Corp Ordinary Shares - Class A

4.36 2.7 Mil
Financial Services

FTAI Aviation Ltd

4.00 2.4 Mil
Industrials

JPMorgan Chase & Co

3.89 2.4 Mil
Financial Services

Apollo Global Management Inc Class A

3.76 2.3 Mil
Financial Services

KKR & Co Inc Ordinary Shares

3.71 2.3 Mil
Financial Services

First Citizens BancShares Inc Class A

3.47 2.1 Mil
Financial Services

Visa Inc Class A

3.33 2.0 Mil
Financial Services

Mr. Cooper Group Inc

3.02 1.8 Mil
Financial Services

Brown & Brown Inc

2.98 1.8 Mil
Financial Services