Morningstar

Invesco Dorsey Wright Financial Momentum ETF PFI

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

Morningstar’s Analysis PFI

Will PFI outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Dorsey Wright Financial 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.

by Morningstar Automated Analysis
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

Enova International Inc

4.25 2M
Financial Services

JPMorgan Chase & Co

4.15 2M
Financial Services

Interactive Brokers Group Inc Class A

3.91 2M
Financial Services

Morgan Stanley

3.76 2M
Financial Services

Victory Capital Holdings Inc Class A

3.69 2M
Financial Services

Sezzle Inc

3.57 2M
Financial Services

State Street Corp

3.47 2M
Financial Services

Principal Financial Group Inc

3.30 2M
Financial Services

KeyCorp

3.27 2M
Financial Services

Bank of New York Mellon Corp

3.18 2M
Financial Services

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