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Invesco Dorsey Wright Technology MomtETF PTF

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

Morningstar’s Analysis PTF

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

  • People Pillar

    The People Pillar is our evaluation of the PTF 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 PTF’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Invesco Dorsey Wright Technology MomtETF'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 second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PTF

More PTF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.60 16.7 Mil
Technology

Cadence Design Systems Inc

4.52 16.4 Mil
Technology

Dell Technologies Inc Ordinary Shares - Class C

4.30 15.6 Mil
Technology

AppLovin Corp Ordinary Shares - Class A

4.24 15.4 Mil
Technology

KLA Corp

4.17 15.1 Mil
Technology

Broadcom Inc

4.13 15.0 Mil
Technology

Nutanix Inc Class A

3.91 14.2 Mil
Technology

Fair Isaac Corp

3.88 14.1 Mil
Technology

Arista Networks Inc

3.72 13.5 Mil
Technology

Microsoft Corp

3.40 12.3 Mil
Technology