The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Invesco Bloomberg Analyst Rating Imp ETF UPGD
Morningstar’s Analysis UPGD
Will UPGD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NRG Energy Inc | 3.18 | 3.4 Mil | Utilities |
Snap Inc Class A | 2.75 | 3.0 Mil | Communication Services |
HP Inc | 2.63 | 2.8 Mil | Technology |
International Paper Co | 2.50 | 2.7 Mil | Consumer Cyclical |
Watsco Inc Class A | 2.43 | 2.6 Mil | Industrials |
Trane Technologies PLC Class A | 2.29 | 2.5 Mil | Industrials |
Southern Co | 2.24 | 2.4 Mil | Utilities |
Avangrid Inc | 2.18 | 2.4 Mil | Utilities |
Rollins Inc | 2.16 | 2.3 Mil | Consumer Cyclical |
Hubbell Inc | 2.15 | 2.3 Mil | Industrials |