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Invesco Bloomberg Analyst Rating Imp ETF UPGD

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

Morningstar’s Analysis UPGD

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

  • People Pillar

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

Invesco Bloomberg Analyst Rating Imp ETF's recent fee cut underpins an upgrade to this strategy's Morningstar Medalist Rating to Neutral from Negative.

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

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Portfolio Holdings UPGD

More UPGD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snap Inc Class A

3.01 3.4 Mil
Communication Services

NRG Energy Inc

2.88 3.3 Mil
Utilities

Watsco Inc Class A

2.39 2.7 Mil
Industrials

Trane Technologies PLC Class A

2.26 2.6 Mil
Industrials

Avangrid Inc

2.21 2.5 Mil
Utilities

Rollins Inc

2.18 2.5 Mil
Consumer Cyclical

Kimberly-Clark Corp

2.17 2.4 Mil
Consumer Defensive

McCormick & Co Inc Registered Shs Non Vtg

2.15 2.4 Mil
Consumer Defensive

Southern Co

2.14 2.4 Mil
Utilities

Palantir Technologies Inc Ordinary Shares - Class A

2.13 2.4 Mil
Technology