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Invesco Fdmtl Invmt Grd Corp Bd ETF PFIG

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

Morningstar’s Analysis PFIG

Will PFIG 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 PFIG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PFIG 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 PFIG’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Invesco Fdmtl Invmt Grd Corp Bd ETF to a Morningstar Medalist Rating of Neutral.

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

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Portfolio Holdings PFIG

More PFIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co. 2.95%

1.03 570,840
Corporate

Bank of America Corp. 3.248%

0.86 475,457
Corporate

Microsoft Corporation 3.3%

0.85 470,789
Corporate

Wells Fargo & Co. 4.15%

0.75 415,411
Corporate

Apple Inc. 1.65%

0.49 270,094
Corporate

Apple Inc. 3.25%

0.47 257,063
Corporate

Berkshire Hathaway Energy Company 3.7%

0.45 248,513
Corporate

Walmart Inc 3.9%

0.45 246,216
Corporate

Berkshire Hathaway Inc. 3.125%

0.43 239,523
Corporate

Walmart Inc 1.8%

0.42 232,147
Corporate