XLKS – Invesco Technology S&P US Sel Sec ETF – ETF Stock Quote | Morningstar

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Will XLKS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XLKS’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Invesco Technology S&P US Sel Sec ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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Current Portfolio Date Mar 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 100.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
TRS S&P Select Sector Cap 20% Tech TR USD	100.00	832.1 Mil	—

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