Invesco Dynamic Large Cap Value ETF has a theoretically sound approach, but its execution leaves a lot to be desired. Its quantitative model is overly complex, yields a concentrated portfolio, and generates significant turnover. The fund receives a Morningstar Analyst Rating of Neutral.
Will PWV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PWV’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PWV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PWV’s parent organization’s priorities and whether they’re in line with investors’ interests.