Invesco FTSE RAFI Developed Markets ex US ETF uses an unconventional approach that strikes a reasonable balance between risk and reward. Its incorporation of growth stocks can buoy performance when its value-oriented portfolio stumbles, and weighting by fundamentals has the potential to take advantage of mean-reverting prices.
Invesco FTSE RAFI Dev Mkts ex-US ETF PXF
Morningstar’s Analysis PXF
Will PXF outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 11.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Shell PLC | 2.29 | 40.1 Mil | Energy |
TotalEnergies SE | 1.29 | 22.6 Mil | Energy |
Samsung Electronics Co Ltd | 1.20 | 21.0 Mil | Technology |
BP PLC | 1.00 | 17.5 Mil | Energy |
Toyota Motor Corp | 0.97 | 17.0 Mil | Consumer Cyclical |
HSBC Holdings PLC | 0.95 | 16.6 Mil | Financial Services |
BHP Group Ltd | 0.92 | 16.1 Mil | Basic Materials |
Roche Holding AG | 0.90 | 15.8 Mil | Healthcare |
Royal Bank of Canada | 0.89 | 15.6 Mil | Financial Services |
Nestle SA | 0.84 | 14.7 Mil | Consumer Defensive |