The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
Invesco Dividend Achievers™ ETF PFM
Morningstar’s Analysis PFM
Will PFM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 3.97 | 25.5 Mil | Technology |
Apple Inc | 3.75 | 24.1 Mil | Technology |
Broadcom Inc | 2.84 | 18.2 Mil | Technology |
JPMorgan Chase & Co | 2.71 | 17.4 Mil | Financial Services |
Walmart Inc | 2.36 | 15.1 Mil | Consumer Defensive |
Exxon Mobil Corp | 2.34 | 15.0 Mil | Energy |
UnitedHealth Group Inc | 2.19 | 14.1 Mil | Healthcare |
Visa Inc Class A | 2.12 | 13.6 Mil | Financial Services |
Mastercard Inc Class A | 2.09 | 13.4 Mil | Financial Services |
Procter & Gamble Co | 1.87 | 12.0 Mil | Consumer Defensive |