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Invesco S&P SmallCap Energy ETF PSCE

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

Morningstar’s Analysis PSCE

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

  • 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.

Invesco S&P SmallCap Energy ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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 PSCE

More PSCE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SM Energy Co

7.95 13.9 Mil
Energy

Tidewater Inc

7.36 12.9 Mil
Energy

Magnolia Oil & Gas Corp Class A

7.15 12.5 Mil
Energy

Helmerich & Payne Inc

6.15 10.7 Mil
Energy

Cactus Inc Class A

5.97 10.4 Mil
Energy

Northern Oil & Gas Inc

5.48 9.6 Mil
Energy

Archrock Inc

5.03 8.8 Mil
Energy

Oceaneering International Inc

4.64 8.1 Mil
Energy

Liberty Energy Inc Class A

4.45 7.8 Mil
Energy

Patterson-UTI Energy Inc

4.36 7.6 Mil
Energy