Invesco S&P SmallCap Financials ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Invesco S&P SmallCap Financials ETF PSCF
Morningstar’s Analysis PSCF
Will PSCF 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 PSCF 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 PSCF’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 15.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
StoneX Group Inc | 2.08 | 521,371 | Financial Services |
Jackson Financial Inc | 1.80 | 450,767 | Financial Services |
Ryman Hospitality Properties Inc | 1.78 | 446,318 | Real Estate |
Terreno Realty Corp | 1.64 | 411,698 | Real Estate |
Macerich Co | 1.60 | 401,343 | Real Estate |
Essential Properties Realty Trust Inc | 1.54 | 385,768 | Real Estate |
Lincoln National Corp | 1.46 | 365,395 | Financial Services |
Ameris Bancorp | 1.33 | 331,784 | Financial Services |
Atlantic Union Bankshares Corp | 1.31 | 328,111 | Financial Services |
Phillips Edison & Co Inc Ordinary Shares - New | 1.25 | 312,191 | Real Estate |
United States