Invesco Dorsey Wright Utilities Momt ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Invesco Dorsey Wright Utilities Momentum ETF PUI
Morningstar’s Analysis PUI
Will PUI 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 PUI 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 PUI’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 39.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
GE Vernova Inc | 5.00 | 4M | Industrials |
ONEOK Inc | 4.44 | 3M | Energy |
NiSource Inc | 4.08 | 3M | Utilities |
Constellation Energy Corp | 3.93 | 3M | Utilities |
Atmos Energy Corp | 3.89 | 3M | Utilities |
Duke Energy Corp | 3.79 | 3M | Utilities |
WEC Energy Group Inc | 3.78 | 3M | Utilities |
Sempra | 3.63 | 3M | Utilities |
DTE Energy Co | 3.36 | 3M | Utilities |
Entergy Corp | 3.21 | 2M | Utilities |
United States