Morningstar

Invesco S&P MidCap Momentum ETF XMMO

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

Morningstar’s Analysis XMMO

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

  • People Pillar

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

A strong management team and sound investment process underpin Invesco S&P MidCap 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XMMO

More XMMO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Williams-Sonoma Inc

3.51 85.5 Mil
Consumer Cyclical

EMCOR Group Inc

3.31 80.5 Mil
Industrials

Reinsurance Group of America Inc

2.93 71.3 Mil
Financial Services

Lennox International Inc

2.76 67.1 Mil
Industrials

Wingstop Inc

2.71 66.0 Mil
Consumer Cyclical

Tenet Healthcare Corp

2.68 65.1 Mil
Healthcare

Carlisle Companies Inc

2.54 61.9 Mil
Industrials

Curtiss-Wright Corp

2.36 57.4 Mil
Industrials

Sprouts Farmers Market Inc

2.36 57.4 Mil
Consumer Defensive

Toll Brothers Inc

2.19 53.3 Mil
Consumer Cyclical

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