PXI
Invesco DWA Energy Momentum ETFPXI Fund Description
The Invesco DWA Energy Momentum Portfolio 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
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 24, 2018 the Invesco DWA Energy Momentum ETF MSCI ESG Fund Quality Score is 3.10 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. PXI ranks in the 6th percentile within its peer group and in the 1st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
PXI CHARTS AND PERFORMANCE
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PXI Top 10 Countries
PXI Top 10 Sectors
PXI Top 10 Holdings [View All]
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.