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PXI - ETF AI Analysis
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Invesco DWA Energy Momentum ETF (PXI)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Sector Focus
The ETF is heavily weighted in the energy sector, which has shown steady performance and growth potential.
Healthy Recent Performance
The fund has delivered positive returns over the past month, three months, and year-to-date, indicating solid momentum.
Reasonable Expense Ratio
The ETF’s expense ratio is competitive for a niche sector fund, making it relatively cost-effective for investors.
Negative Factors
Over-Concentration in Energy
With over 92% exposure to the energy sector, the fund is highly sensitive to fluctuations in energy markets.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering little exposure to international markets.
Mixed Performance Among Top Holdings
Some top holdings, like Targa Resources, have underperformed year-to-date, which could drag on overall returns.
PXI vs. SPDR S&P 500 ETF (SPY)
AUM44.12M
RegionNorth America
Expense Ratio0.60%
Beta0.92
IssuerInvesco
Inception DateOct 12, 2006
Dividend Yield1.68%
Asset ClassEquity
Index TrackedDorsey Wright Energy Tech Leaders TR
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,102
30 Day Avg. Volume3,194
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
55.71Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering45
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PXI Summary
The Invesco DWA Energy Momentum ETF (PXI) is an investment fund that focuses on energy companies showing strong growth trends. It tracks the Dorsey Wright Energy Technical Leaders Index, which uses a momentum strategy to invest in energy firms with solid performance. PXI includes well-known companies like Exxon Mobil and Marathon Petroleum, along with other energy leaders. This ETF is a good option for investors looking to diversify their portfolio with exposure to the energy sector and potentially benefit from its growth. However, new investors should be aware that the energy market can be volatile, meaning the value of the ETF may rise and fall significantly.
How much will it cost me?The Invesco DWA Energy Momentum ETF (PXI) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on energy companies with strong momentum, which requires more research and strategy compared to passively managed funds. While the cost is higher, it reflects the specialized approach of the fund in targeting high-performing energy stocks.
What would affect this ETF?The Invesco DWA Energy Momentum ETF (PXI) could benefit from rising energy demand, advancements in energy infrastructure, and strong performance from its top holdings like Exxon Mobil and Marathon Petroleum. However, it may face challenges from fluctuating oil and gas prices, regulatory changes in the energy sector, or economic slowdowns that reduce energy consumption. Its focus on U.S.-based energy companies makes it sensitive to domestic policies and market conditions.
PXI Top 10 Holdings
The Invesco DWA Energy Momentum ETF (PXI) is riding the wave of energy sector momentum, with standout performers like Valero Energy and Marathon Petroleum driving gains thanks to strong operational efficiency and strategic shareholder returns. Centrus Energy adds a spark with its nuclear fuel focus, though its valuation raises caution. On the flip side, Cheniere Energy and Kinder Morgan are lagging, weighed down by bearish technical trends and revenue volatility. With nearly all holdings rooted in U.S. energy companies, the fund is heavily concentrated in this sector, making it a high-stakes bet on America’s energy future.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Targa Resources | 6.55% | $2.82M | $39.32B | -0.59% | 74 Outperform | |
| Marathon Petroleum | 5.58% | $2.40M | $55.84B | 34.24% | 70 Outperform | |
| Centrus Energy | 5.08% | $2.18M | $4.53B | 198.07% | 73 Outperform | |
| Williams Co | 4.12% | $1.77M | $72.96B | 10.21% | 76 Outperform | |
| Valero Energy | 3.41% | $1.47M | $51.33B | 34.24% | 69 Neutral | |
| Kinder Morgan | 3.35% | $1.44M | $59.47B | 0.60% | 68 Neutral | |
| Weatherford International | 3.26% | $1.40M | $5.76B | 7.12% | 72 Outperform | |
| Exxon Mobil | 3.13% | $1.35M | $501.08B | 8.56% | 74 Outperform | |
| Diamondback | 2.88% | $1.24M | $44.89B | -3.06% | 81 Outperform | |
| Peabody Energy Comm | 2.69% | $1.16M | $3.54B | 30.93% | 57 Neutral |
PXI Technical Analysis
Neutral
―
Price Trends
46.90
Negative
45.40
Positive
43.37
Positive
Market Momentum
0.09
Positive
43.20
Neutral
12.77
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PXI, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 46.89, equal to the 50-day MA of 46.90, and equal to the 200-day MA of 43.37, indicating a neutral trend. The MACD of 0.09 indicates Positive momentum. The RSI at 43.20 is Neutral, neither overbought nor oversold. The STOCH value of 12.77 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PXI.
PXI Peer Comparison
Comparison Results
Performance Comparison
PXI
Invesco DWA Energy Momentum ETF
46.11
2.08
4.72%
USAI
Pacer American Energy Independence ETF
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―
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PSCE
Invesco S&P SmallCap Energy ETF
―
―
―
BESF
Bastion Energy ETF
―
―
―
FPWR
First Trust Eip Power Solutions Etf
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―
―
GXPE
Global X PureCap MSCI Energy ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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