Skip to Content
Morningstar

Invesco DW Consumer Staples Momt ETF PSL

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 86.95  /  −0.38 %
  • Total Assets 82.5 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level —
  • Share Class Type —
  • Category Consumer Defensive
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.20%
  • Turnover 135%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 1:00 AM GMT+0

Morningstar’s Analysis PSL

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

  • People Pillar

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

Invesco DW Consumer Staples Momt ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PSL

More PSL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Church & Dwight Co Inc

4.46 3.7 Mil
Consumer Defensive

Costco Wholesale Corp

4.19 3.4 Mil
Consumer Defensive

Service Corp International

3.99 3.3 Mil
Consumer Cyclical

Sprouts Farmers Market Inc

3.97 3.3 Mil
Consumer Defensive

e.l.f. Beauty Inc

3.79 3.1 Mil
Consumer Defensive

Procter & Gamble Co

3.70 3.0 Mil
Consumer Defensive

Casey's General Stores Inc

3.55 2.9 Mil
Consumer Cyclical

The Kroger Co

3.46 2.8 Mil
Consumer Defensive

Celsius Holdings Inc

3.43 2.8 Mil
Consumer Defensive

PepsiCo Inc

3.25 2.7 Mil
Consumer Defensive