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

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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
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mastercard Inc Class A

5.43 3.1 Mil
Financial Services

Ares Management Corp Ordinary Shares - Class A

4.99 2.8 Mil
Financial Services

Kinsale Capital Group Inc

4.21 2.4 Mil
Financial Services

JPMorgan Chase & Co

4.18 2.3 Mil
Financial Services

Apollo Global Management Inc Class A

4.01 2.3 Mil
Financial Services

Visa Inc Class A

3.41 1.9 Mil
Financial Services

KKR & Co Inc Ordinary Shares

3.27 1.8 Mil
Financial Services

Arthur J. Gallagher & Co

3.05 1.7 Mil
Financial Services

Mr. Cooper Group Inc

3.00 1.7 Mil
Financial Services

Coinbase Global Inc Ordinary Shares - Class A

2.85 1.6 Mil
Financial Services