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Morningstar

Invesco PHLX Semiconductor ETF SOXQ

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

Morningstar’s Analysis SOXQ

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

  • People Pillar

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

Invesco PHLX Semiconductor ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SOXQ

More SOXQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.37 50.5 Mil
Technology

Broadcom Inc

10.05 38.0 Mil
Technology

Advanced Micro Devices Inc

6.19 23.4 Mil
Technology

Micron Technology Inc

5.25 19.8 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.55 17.2 Mil
Technology

Qualcomm Inc

4.53 17.1 Mil
Technology

Texas Instruments Inc

4.39 16.6 Mil
Technology

Analog Devices Inc

4.24 16.0 Mil
Technology

Microchip Technology Inc

4.19 15.8 Mil
Technology

KLA Corp

4.13 15.6 Mil
Technology