PFM – Invesco Dividend Achievers™ ETF – ETF Stock Quote | Morningstar

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Will PFM outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PFM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A strong management team and sound investment process underpin Invesco Dividend Achievers ™ ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 26, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 27.4

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Microsoft Corp	4.08	29.5 Mil	Technology
Apple Inc	3.92	28.4 Mil	Technology
Broadcom Inc	3.59	26.0 Mil	Technology
Walmart Inc	2.79	20.2 Mil	Consumer Defensive
JPMorgan Chase & Co	2.59	18.8 Mil	Financial Services
UnitedHealth Group Inc	2.31	16.7 Mil	Healthcare
Exxon Mobil Corp	2.18	15.8 Mil	Energy
Oracle Corp	2.01	14.6 Mil	Technology
Visa Inc Class A	1.97	14.3 Mil	Financial Services
Mastercard Inc Class A	1.96	14.2 Mil	Financial Services

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