The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
Invesco Dorsey Wright Utilities Momt ETF PUI
Morningstar’s Analysis PUI
Will PUI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vistra Corp | 5.77 | 2.2 Mil | Utilities |
Constellation Energy Corp | 4.83 | 1.8 Mil | Utilities |
NRG Energy Inc | 4.32 | 1.6 Mil | Utilities |
ONEOK Inc | 4.21 | 1.6 Mil | Energy |
Southern Co | 3.71 | 1.4 Mil | Utilities |
Alliant Energy Corp | 3.69 | 1.4 Mil | Utilities |
Atmos Energy Corp | 3.64 | 1.4 Mil | Utilities |
Duke Energy Corp | 3.51 | 1.3 Mil | Utilities |
PG&E Corp | 3.48 | 1.3 Mil | Utilities |
NiSource Inc | 3.38 | 1.3 Mil | Utilities |