Invesco S&P Spin-Off ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Invesco S&P Spin-Off ETF CSD
Morningstar’s Analysis CSD
Will CSD outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CSD 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 CSD’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 63.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SanDisk Corp Ordinary Shares | 9.47 | 19M | Technology |
GE HealthCare Technologies Inc Common Stock | 7.42 | 15M | Healthcare |
Qnity Electronics Inc | 7.08 | 14M | Technology |
Solstice Advanced Materials Inc | 7.03 | 14M | Basic Materials |
Veralto Corp | 6.75 | 14M | Industrials |
Ralliant Corp | 5.94 | 12M | Technology |
GE Vernova Inc | 5.75 | 12M | Industrials |
Crane Co | 4.79 | 10M | Industrials |
Solventum Corp | 4.75 | 10M | Healthcare |
Liberty Live Holdings Inc Ordinary Shares (Liberty Live Group) Series C | 4.45 | 9M | Communication Services |