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Invesco S&P Spin-Off ETF CSD

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis CSD

Will CSD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Decreased confidence in Invesco S&P Spin-Off ETF's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Medalist Rating to Negative from Neutral.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings CSD

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 61.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Constellation Energy Corp

9.09 5.2 Mil
Utilities

GE HealthCare Technologies Inc Common Stock

8.29 4.7 Mil
Healthcare

Veralto Corp

7.61 4.3 Mil
Industrials

Otis Worldwide Corp Ordinary Shares

7.29 4.2 Mil
Industrials

Carrier Global Corp Ordinary Shares

7.17 4.1 Mil
Industrials

Vontier Corp Ordinary Shares

4.88 2.8 Mil
Technology

ESAB Corp

4.66 2.7 Mil
Industrials

DT Midstream Inc Ordinary Shares

4.55 2.6 Mil
Energy

Kyndryl Holdings Inc Ordinary Shares

4.11 2.3 Mil
Technology

Crane Co

4.09 2.3 Mil
Industrials