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Invesco S&P SmallCap Financials ETF PSCF

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

Morningstar’s Analysis PSCF

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

  • 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.

Invesco S&P SmallCap Financials 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSCF

More PSCF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mr. Cooper Group Inc

1.74 336,121
Financial Services

Jackson Financial Inc

1.67 322,063
Financial Services

Lincoln National Corp

1.66 319,104
Financial Services

Radian Group Inc

1.59 306,857
Financial Services

Assured Guaranty Ltd

1.46 280,548
Financial Services

Essential Properties Realty Trust Inc

1.39 268,424
Real Estate

Phillips Edison & Co Inc

1.39 267,518
Real Estate

Moelis & Co Class A

1.24 238,274
Financial Services

American Equity Investment Life Holding Co

1.19 229,894
Financial Services

Macerich Co

1.18 228,203
Real Estate