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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 45.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Royal Caribbean Group

5.77 16.1 Mil
Consumer Cyclical

DoorDash Inc Ordinary Shares - Class A

5.37 15.0 Mil
Communication Services

Hilton Worldwide Holdings Inc

5.00 13.9 Mil
Consumer Cyclical

Expedia Group Inc

4.85 13.5 Mil
Consumer Cyclical

Marriott International Inc Class A

4.82 13.4 Mil
Consumer Cyclical

Live Nation Entertainment Inc

4.65 13.0 Mil
Communication Services

Booking Holdings Inc

4.57 12.7 Mil
Consumer Cyclical

Warner Bros. Discovery Inc Ordinary Shares - Class A

4.05 11.3 Mil
Communication Services

Maplebear Inc

3.29 9.2 Mil
Consumer Cyclical

United Airlines Holdings Inc

3.25 9.1 Mil
Industrials