PXI
Invesco DWA Energy Momentum ETFPXI Fund Description
PXI tracks an index of US energy firms selected and weighted by price momentum.
PXI Factset Analytics Insight
PXI follows a Dorsey Wright relative strength index that selects and weights US energy stocks by price momentum. Index construction begins by assigning a momentum score to the 2,000 largest constituents from the NASDAQ US Benchmark index. The score is based on upward price movements of the security compared to the benchmark and other eligible securities within the universe. The top 30 highest momentum-scoring stocks in the energy sector are then chosen for the index with higher scoring securities receiving greater weight. The portfolio tilts small, with a growth bias and somewhat higher risk. The index is reconstituted and rebalanced quarterly.
PXI MSCI ESG Analytics Insight
Invesco DWA Energy Momentum ETF has an MSCI ESG Fund Rating of BB based on a score of 3.87 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 9th percentile within its peer group and in the 5th 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 Summary Data
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 5 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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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.