PXE
Invesco Dynamic Energy Exploration & Production ETFPXE Fund Description
PXE 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
Invesco Dynamic Energy Exploration & Production ETF has an MSCI ESG Fund Rating of BB based on a score of 3.39 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Invesco Dynamic Energy Exploration & Production ETF ranks in the 12nd percentile within its peer group and in the 14th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PXE MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
PXE Charts And Performance
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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 4 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 Regions
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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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