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Invesco Bloomberg Analyst Rating Imp ETF UPGD

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

Morningstar’s Analysis UPGD

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

  • People Pillar

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

Invesco Bloomberg Analyst Rating Imp ETF earns a Morningstar Medalist Rating of Neutral 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UPGD

More UPGD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NRG Energy Inc

2.91 3.2 Mil
Utilities

Snap Inc Class A

2.74 3.0 Mil
Communication Services

International Paper Co

2.48 2.7 Mil
Consumer Cyclical

HP Inc

2.47 2.7 Mil
Technology

Watsco Inc Class A

2.34 2.5 Mil
Industrials

Southern Co

2.25 2.4 Mil
Utilities

Trane Technologies PLC Class A

2.23 2.4 Mil
Industrials

Rollins Inc

2.22 2.4 Mil
Consumer Cyclical

Oracle Corp

2.21 2.4 Mil
Technology

Kimberly-Clark Corp

2.20 2.4 Mil
Consumer Defensive