Morningstar

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ

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

Morningstar’s Analysis PEZ

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco DW Consumer Cyclicals Momt ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings PEZ

More PEZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cardinal Health Inc

5.27 1M
Healthcare

The Cheesecake Factory Inc

4.49 970,794
Consumer Cyclical

Five Below Inc

4.27 924,933
Consumer Cyclical

Marriott International Inc Class A

4.08 883,072
Consumer Cyclical

Hilton Worldwide Holdings Inc

4.06 878,816
Consumer Cyclical

Garmin Ltd

3.98 860,938
Technology

DoorDash Inc Ordinary Shares - Class A

3.89 842,924
Consumer Cyclical

Aramark

3.72 805,858
Industrials

General Motors Co

3.62 783,028
Consumer Cyclical

eBay Inc

3.54 766,220
Consumer Cyclical

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