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Morningstar

Invesco Dividend Achievers™ ETF PFM

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

Morningstar’s Analysis PFM

Will PFM 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 PFM’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

A sound investment process and strong management team underpin Invesco Dividend Achievers ™ ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PFM

More PFM Holdings
  • 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

3.96 25.4 Mil
Technology

Apple Inc

3.71 23.8 Mil
Technology

Broadcom Inc

2.83 18.1 Mil
Technology

JPMorgan Chase & Co

2.71 17.3 Mil
Financial Services

Exxon Mobil Corp

2.35 15.0 Mil
Energy

Walmart Inc

2.33 14.9 Mil
Consumer Defensive

UnitedHealth Group Inc

2.19 14.0 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

1.86 11.9 Mil
Consumer Defensive