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Invesco S&P Spin-Off ETF CSD

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSD’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

Invesco S&P Spin-Off 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 sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSD

More CSD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GE Vernova Inc

8.02 4.6 Mil
Utilities

Veralto Corp

7.98 4.5 Mil
Industrials

GE HealthCare Technologies Inc Common Stock

7.58 4.3 Mil
Healthcare

Constellation Energy Corp

7.40 4.2 Mil
Utilities

Solventum Corp

5.68 3.2 Mil
Healthcare

Crane Co

4.78 2.7 Mil
Industrials

U-Haul Holding Co Ordinary Shares - Series N

4.55 2.6 Mil
Industrials

Vontier Corp Ordinary Shares

4.48 2.6 Mil
Technology

DT Midstream Inc Ordinary Shares

4.43 2.5 Mil
Energy

ESAB Corp

4.43 2.5 Mil
Industrials