Morningstar

Invesco Russell 1000® Dynamic Mltfct ETF OMFL

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

Morningstar’s Analysis OMFL

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

  • People Pillar

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

A decline in its Process Pillar rating is the primary driver of Invesco Russell 1000 ® Dynamic Mltfct ETF's downgrade to a Morningstar Medalist Rating of Neutral from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 OMFL

More OMFL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

5.24 270.8 Mil
Financial Services

Meta Platforms Inc Class A

5.04 260.8 Mil
Communication Services

Costco Wholesale Corp

5.01 259.0 Mil
Consumer Defensive

Amazon.com Inc

4.89 252.7 Mil
Consumer Cyclical

Microsoft Corp

4.58 236.9 Mil
Technology

NVIDIA Corp

4.55 235.1 Mil
Technology

Apple Inc

3.74 193.6 Mil
Technology

Broadcom Inc

3.68 190.3 Mil
Technology

Visa Inc Class A

2.93 151.5 Mil
Financial Services

Eli Lilly and Co

2.66 137.4 Mil
Healthcare

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