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Invesco DW Basic Materials Momt ETF PYZ

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

Morningstar’s Analysis PYZ

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

  • People Pillar

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

An upgrade in its Process Pillar rating is the primary driver of Invesco DW Basic Materials Momt ETF's upgrade to a Morningstar Medalist Rating of Neutral from Negative.

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 PYZ

More PYZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Steel Dynamics Inc

4.42 2.9 Mil
Basic Materials

Reliance Inc

4.29 2.8 Mil
Basic Materials

Avery Dennison Corp

4.17 2.7 Mil
Consumer Cyclical

LyondellBasell Industries NV Class A

3.76 2.5 Mil
Basic Materials

Nucor Corp

3.72 2.4 Mil
Basic Materials

Linde PLC

3.71 2.4 Mil
Basic Materials

Air Products & Chemicals Inc

3.26 2.1 Mil
Basic Materials

ATI Inc

2.69 1.8 Mil
Industrials

Westlake Corp

2.41 1.6 Mil
Basic Materials

RPM International Inc

2.35 1.5 Mil
Basic Materials