Invesco Dividend Achievers™ 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.
Invesco Dividend Achievers™ ETF PFM
Morningstar’s Analysis PFM
Will PFM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PFM 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 PFM’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Broadcom Inc | 4.73 | 37M | Technology |
Apple Inc | 4.56 | 35M | Technology |
Microsoft Corp | 4.16 | 32M | Technology |
Eli Lilly and Co | 3.84 | 30M | Healthcare |
Walmart Inc | 3.41 | 26M | Consumer Defensive |
JPMorgan Chase & Co | 3.03 | 23M | Financial Services |
Exxon Mobil Corp | 2.24 | 17M | Energy |
Oracle Corp | 2.21 | 17M | Technology |
Johnson & Johnson | 2.02 | 16M | Healthcare |
Visa Inc Class A | 1.95 | 15M | Financial Services |
United States