Morningstar

Invesco S&P 500 Value with Momentum ETF SPVM

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

Morningstar’s Analysis SPVM

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

  • People Pillar

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

Invesco S&P 500 Value with Momentum 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPVM

More SPVM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

General Motors Co

2.01 777,867
Consumer Cyclical

Bunge Global SA

1.68 652,905
Consumer Defensive

Valero Energy Corp

1.55 599,106
Energy

Cincinnati Financial Corp

1.50 580,364
Financial Services

M&T Bank Corp

1.48 574,094
Financial Services

The Kroger Co

1.45 563,679
Consumer Defensive

Synchrony Financial

1.44 557,288
Financial Services

Phillips 66

1.42 551,213
Energy

Marathon Petroleum Corp

1.41 544,956
Energy

Loews Corp

1.39 538,848
Financial Services

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