PXI
Invesco DWA Energy Momentum ETFPXI Fund Description
PXI tracks an index of U.S. energy firms selected and weighted by price momentum.
PXI Factset Analytics Insight
PXI follows a pro-cyclical, momentum-based strategy that causes it to differ significantly from the broad US energy segment. Compared to our energy sector benchmark, it tilts strongly to the mid- and small-cap end of the market, but the differences go beyond market cap. Industry tilts are large, valuations high, yield low, and volatility severe. The payoff for this strategy is uncertain. The fund has lukewarm daily trading volume, and spreads can be sizeable, though larger investors should face few obstacles to solid block-execution. The steep fee and indifferent tracking suggest that holding costs will remain high going forward.
PXI MSCI ESG Analytics Insight
Invesco DWA Energy Momentum ETF has an MSCI ESG Fund Rating of BB based on a score of 3.52 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 DWA Energy Momentum ETF ranks in the 14th percentile within its peer group and in the 16th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PXI 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.
PXI CHARTS AND PERFORMANCE
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PXI Portfolio Data
PXI Index Data
PXI Portfolio Management
PXI Tax Exposures
PXI Fund Structure
PXI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PXI. PXI is rated a 4 out of 5.
PXI Tradability
PXI Sector/Industry Breakdown
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PXI TOP 10 HOLDINGS[View All]
PXI Countries
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PXI Regions
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PXI Economic Development
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PXI Performance Statistics
PXI MSCI ESG Ratings
PXI BENCHMARK COMPARISON SUMMARY
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PXI BENCHMARK COMPARISON MARKET CAP SIZE
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