Skip to Content
Morningstar

Invesco Dorsey Wright Energy MomentumETF PXI

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

Morningstar’s Analysis PXI

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

People Pillar

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

Strength in Invesco Dorsey Wright Energy MomentumETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PXI

More PXI Holdings
  • Current Portfolio Date
  • Equity Holdings 45
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 39.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cheniere Energy Inc

5.64
6,847,191
Energy

PBF Energy Inc Class A

5.34
6,474,014
Energy

Chord Energy Corp Ordinary Shares - New

4.25
5,159,609
Energy

Marathon Petroleum Corp

4.24
5,141,929
Energy

Hess Corp

3.73
4,521,366
Energy

Targa Resources Corp

3.50
4,246,263
Energy

Weatherford International PLC Ordinary Shares - New

3.41
4,131,762
Energy

Permian Resources Corp Class A

3.24
3,931,679
Energy

Alpha Metallurgical Resources Inc

3.10
3,764,250
Basic Materials

Texas Pacific Land Corp

3.00
3,645,394
Energy