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Invesco Food & Beverage ETF PBJ

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

Morningstar’s Analysis PBJ

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

  • People Pillar

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

A strong management team and sound investment process underpin Invesco Food& Beverage ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PBJ

More PBJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Kroger Co

5.41 7.0 Mil
Consumer Defensive

PepsiCo Inc

4.90 6.3 Mil
Consumer Defensive

Constellation Brands Inc Class A

4.88 6.3 Mil
Consumer Defensive

The Kraft Heinz Co

4.86 6.3 Mil
Consumer Defensive

DoorDash Inc Ordinary Shares - Class A

4.66 6.0 Mil
Communication Services

Monster Beverage Corp

4.54 5.9 Mil
Consumer Defensive

Mondelez International Inc Class A

4.54 5.8 Mil
Consumer Defensive

Sysco Corp

4.42 5.7 Mil
Consumer Defensive

WK Kellogg Co

4.10 5.3 Mil
Consumer Defensive

Sprouts Farmers Market Inc

3.49 4.5 Mil
Consumer Defensive