PXE
Invesco Dynamic Energy Exploration & Production ETFPXE Fund Description
The Invesco Dynamic Energy Exploration & Production Portfolio ETF tracks an index of U.S. energy exploration and production companies selected and weighted by growth and value metrics.
PXE Factset Analytics Insight
PXE attempts to pick winners in oil & gas exploration & production by following a complex tiered weighting methodology. The result is a fund that not only has a small-cap tilt, but interestingly, is more conservative than our benchmark. PXE's selection universe is broader than our benchmark's, allowing the fund to dip into other industries such as integrated oil & gas. However, PXE charges a hefty 65 bps for what is neither a strong exploration & production portfolio nor a great broad-based energy portfolio. PXE also has trouble tracking its index, lagging it by as much as 151 bps over one 1-year holding period in the past two years. Last, liquidity is not great with median daily trading volume of about $800k.
PXE MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 23, 2018 the Invesco Dynamic Energy Exploration & Production ETF MSCI ESG Fund Quality Score is 3.81 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. PXE ranks in the 22nd percentile within its peer group and in the 6th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
PXE CHARTS AND PERFORMANCE
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PXE Top 10 Countries
PXE Top 10 Sectors
PXE Top 10 Holdings [View All]
PXE Portfolio Data
PXE Index Data
PXE Portfolio Management
PXE Tax Exposures
PXE Fund Structure
PXE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PXE. PXE is rated a 5 out of 5.
PXE Tradability
PXE Sector/Industry Breakdown
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PXE TOP 10 HOLDINGS[View All]
PXE Countries
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PXE Economic Development
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PXE Performance Statistics
PXE MSCI ESG Ratings
PXE BENCHMARK COMPARISON SUMMARY
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PXE BENCHMARK COMPARISON MARKET CAP SIZE
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