Invesco Dorsey Wright Energy MomentumETF 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 Energy Momentum ETF PXI
Morningstar’s Analysis PXI
Will PXI 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Targa Resources Corp | 6.97 | 6M | Energy |
Marathon Petroleum Corp | 5.99 | 5M | Energy |
Permian Resources Corp Class A | 3.80 | 3M | Energy |
Viper Energy Inc Ordinary Shares - Class A | 3.73 | 3M | Energy |
Liberty Energy Inc Class A | 3.62 | 3M | Energy |
PBF Energy Inc Class A | 3.49 | 3M | Energy |
Valero Energy Corp | 3.43 | 3M | Energy |
Chevron Corp | 3.41 | 3M | Energy |
Williams Companies Inc | 3.38 | 3M | Energy |
Baker Hughes Co Class A | 3.35 | 3M | Energy |
United States