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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.

A strong management team and sound investment process underpin Invesco Dorsey Wright Energy MomentumETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PXI

More PXI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alpha Metallurgical Resources Inc

4.29 3.2 Mil
Basic Materials

Weatherford International PLC Ordinary Shares - New

4.18 3.1 Mil
Energy

Diamondback Energy Inc

4.00 3.0 Mil
Energy

Cheniere Energy Inc

3.88 2.9 Mil
Energy

Targa Resources Corp

3.85 2.9 Mil
Energy

Chord Energy Corp Ordinary Shares - New

3.78 2.8 Mil
Energy

PBF Energy Inc Class A

3.32 2.5 Mil
Energy

Marathon Petroleum Corp

3.21 2.4 Mil
Energy

Permian Resources Corp Class A

3.18 2.4 Mil
Energy

Murphy Oil Corp

3.17 2.4 Mil
Energy