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Morningstar

Invesco Dynamic Leisure and Entmnt ETF PEJ

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

Morningstar’s Analysis PEJ

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

  • People Pillar

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

Invesco Dynamic Leisure and Entmnt 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PEJ

More PEJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Royal Caribbean Group

5.62 15.5 Mil
Consumer Cyclical

DoorDash Inc Ordinary Shares - Class A

5.41 14.9 Mil
Communication Services

Hilton Worldwide Holdings Inc

4.86 13.3 Mil
Consumer Cyclical

Marriott International Inc Class A

4.80 13.2 Mil
Consumer Cyclical

Expedia Group Inc

4.75 13.0 Mil
Consumer Cyclical

Live Nation Entertainment Inc

4.71 13.0 Mil
Communication Services

Booking Holdings Inc

4.58 12.6 Mil
Consumer Cyclical

Warner Bros. Discovery Inc Ordinary Shares - Class A

4.20 11.5 Mil
Communication Services

Maplebear Inc

3.49 9.6 Mil
Consumer Cyclical

United Airlines Holdings Inc

3.32 9.1 Mil
Industrials