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 3.94 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 19th percentile within its peer group and in the 15th 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
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
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 4 out of 5.
PXI Tradability
PXI Sector/Industry Breakdown
PXI
PXI Top 10 Holdings[View All]
PXI Countries
PXI
PXI Regions
PXI
PXI Economic Development
PXI
PXI Performance Statistics
PXI MSCI ESG Ratings
PXI Benchmark Comparison Summary
PXI
PXI Benchmark Comparison Market Cap Size
PXI
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
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.