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Invesco Dorsey Wright Utilities Momt ETF PUI

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PUI

Will PUI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Invesco Dorsey Wright Utilities Momt ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings PUI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Southern Co

3.98 2.0 Mil
Utilities

ONEOK Inc

3.73 1.9 Mil
Energy

Duke Energy Corp

3.56 1.8 Mil
Utilities

DTE Energy Co

3.50 1.8 Mil
Utilities

Atmos Energy Corp

3.48 1.7 Mil
Utilities

NiSource Inc

3.44 1.7 Mil
Utilities

Sempra

3.34 1.7 Mil
Utilities

American Water Works Co Inc

3.33 1.7 Mil
Utilities

NRG Energy Inc

3.31 1.7 Mil
Utilities

Constellation Energy Corp

3.20 1.6 Mil
Utilities