Invesco S&P SmallCap Energy 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 S&P SmallCap Energy ETF PSCE
Morningstar’s Analysis PSCE
Will PSCE 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 PSCE 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 PSCE’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 54.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SM Energy Co | 7.50 | 9M | Energy |
Archrock Inc | 6.58 | 8M | Energy |
Noble Corp PLC Class A | 6.08 | 7M | Energy |
Kodiak Gas Services Inc | 5.78 | 7M | Energy |
Magnolia Oil & Gas Corp Class A | 5.26 | 6M | Energy |
Core Natural Resources Inc Ordinary Shares | 4.99 | 6M | Energy |
California Resources Corp Ordinary Shares - New | 4.90 | 6M | Energy |
Liberty Energy Inc Class A | 4.86 | 6M | Energy |
Patterson-UTI Energy Inc | 4.34 | 5M | Energy |
Cactus Inc Class A | 4.33 | 5M | Energy |
United States