Skip to Content
Morningstar

Invesco High Yield Eq Div Achiev™ ETF PEY

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PEY

Will PEY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PEY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PEY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Invesco High Yield Eq Div Achiev ™ ETF earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PEY

More PEY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Altria Group Inc

4.08 47.5 Mil
Consumer Defensive

First Interstate BancSystem Inc

2.82 32.8 Mil
Financial Services

3M Co

2.72 31.7 Mil
Industrials

Verizon Communications Inc

2.60 30.2 Mil
Communication Services

Pfizer Inc

2.58 30.1 Mil
Healthcare

Universal Corp

2.56 29.8 Mil
Consumer Defensive

Philip Morris International Inc

2.47 28.8 Mil
Consumer Defensive

Truist Financial Corp

2.47 28.8 Mil
Financial Services

UGI Corp

2.42 28.2 Mil
Utilities

Avista Corp

2.39 27.8 Mil
Utilities