The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
Invesco S&P SmallCap Value with Momt ETF XSVM
Morningstar’s Analysis XSVM
Will XSVM 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 14.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Kelly Services Inc Class A | 1.82 | 13.6 Mil | Industrials |
Kohl's Corp | 1.79 | 13.4 Mil | Consumer Cyclical |
Par Pacific Holdings Inc | 1.67 | 12.5 Mil | Energy |
StoneX Group Inc | 1.52 | 11.4 Mil | Financial Services |
The ODP Corp | 1.42 | 10.6 Mil | Consumer Cyclical |
Vital Energy | 1.40 | 10.5 Mil | Energy |
Bread Financial Holdings Inc | 1.40 | 10.5 Mil | Financial Services |
Andersons Inc | 1.36 | 10.2 Mil | Consumer Defensive |
Group 1 Automotive Inc | 1.30 | 9.7 Mil | Consumer Cyclical |
Titan International Inc | 1.26 | 9.5 Mil | Industrials |