Morningstar

Invesco S&P MidCap Value with Momentum ETF XMVM

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

Morningstar’s Analysis XMVM

Will XMVM outperform in the 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 XMVM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco S&P MidCap Value with Momt ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XMVM

More XMVM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PBF Energy Inc Class A

4.96 25M
Energy

HF Sinclair Corp

2.93 15M
Energy

Macy's Inc

2.38 12M
Consumer Cyclical

Avnet Inc

2.17 11M
Technology

Penske Automotive Group Inc

2.05 10M
Consumer Cyclical

Tenet Healthcare Corp

2.03 10M
Healthcare

Arrow Electronics Inc

1.96 10M
Technology

RenaissanceRe Holdings Ltd

1.90 10M
Financial Services

Greif Inc Class A

1.82 9M
Consumer Cyclical

Lear Corp

1.70 9M
Consumer Cyclical

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