Morningstar

Invesco Zacks Multi-Asset Income ETF CVY

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

Morningstar’s Analysis CVY

Will CVY outperform in the 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 CVY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Zacks Multi-Asset Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CVY

More CVY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Inter & Co Inc Ordinary Shares - Class A

1.27 2M
Financial Services

SM Energy Co

1.17 1M
Energy

Tenaris SA ADR

1.15 1M
Energy

Scorpio Tankers Inc

1.14 1M
Energy

FS Credit Opportunities Corp

1.13 1M
—

Host Hotels & Resorts Inc

1.12 1M
Real Estate

Dorchester Minerals LP

1.11 1M
Energy

Maximus Inc

1.09 1M
Industrials

Ultrapar Participacoes SA ADR

1.08 1M
Energy

Kennametal Inc

1.07 1M
Industrials

Sponsor Center