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Morningstar

Invesco Dorsey Wright Utilities Momt ETF PUI

Morningstar Medalist Rating
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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PUI’s performance objective and investment process is for both security selection and portfolio construction.

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.

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings PUI

More PUI Holdings
  • Current Portfolio Date
  • Equity Holdings 36
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Constellation Energy Corp

5.16
1,809,212
Utilities

ONEOK Inc

4.50
1,577,463
Energy

Southern Co

3.96
1,388,742
Utilities

Alliant Energy Corp

3.80
1,333,426
Utilities

PG&E Corp

3.70
1,296,426
Utilities

Atmos Energy Corp

3.66
1,284,866
Utilities

Sempra Energy

3.62
1,271,036
Utilities

Duke Energy Corp

3.57
1,253,873
Utilities

NextEra Energy Inc

3.44
1,206,935
Utilities

NiSource Inc

3.44
1,205,644
Utilities