Skip to Content
Morningstar

Invesco New York AMT-Free Muni Bd ETF PZT

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

Morningstar’s Analysis PZT

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

  • People Pillar

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

Invesco New York AMT-Free Muni Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PZT

More PZT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEW YORK ST PWR AUTH GREEN TRANSMISSION PROJ REV 4%

3.57 3.9 Mil
municipal

TRIBOROUGH BRDG & TUNL AUTH NY REVS 5%

2.41 2.7 Mil
municipal

BATTERY PK CITY AUTH N Y REV 5%

2.40 2.6 Mil
municipal

NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 4%

2.24 2.5 Mil
municipal

NEW YORK N Y 5%

1.96 2.1 Mil
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 5%

1.95 2.1 Mil
municipal

LONG ISLAND PWR AUTH N Y ELEC SYS REV 5%

1.87 2.1 Mil
municipal

NEW YORK CONVENTION CTR DEV CORP N Y REV 5%

1.84 2.0 Mil
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 4.125%

1.82 2.0 Mil
municipal

NEW YORK ST URBAN DEV CORP ST SALES TAX REV 4%

1.81 2.0 Mil
municipal