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Morningstar

Invesco S&P SmallCap Momentum ETF XSMO

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

Morningstar’s Analysis XSMO

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

  • People Pillar

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

A sound investment process and strong management team underpin Invesco S&P SmallCap Momentum ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XSMO

More XSMO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Abercrombie & Fitch Co Class A

4.19 28.5 Mil
Consumer Cyclical

Fabrinet

2.50 17.0 Mil
Technology

Boise Cascade Co

2.49 16.9 Mil
Basic Materials

Insight Enterprises Inc

2.41 16.4 Mil
Technology

Mueller Industries Inc

2.13 14.5 Mil
Industrials

Meritage Homes Corp

2.03 13.8 Mil
Consumer Cyclical

Verra Mobility Corp Class A

1.94 13.2 Mil
Industrials

Installed Building Products Inc

1.94 13.2 Mil
Consumer Cyclical

Glaukos Corp

1.85 12.6 Mil
Healthcare

SPS Commerce Inc

1.81 12.3 Mil
Technology