Invesco Zacks Multi-Asset Income 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 Zacks Multi-Asset Income ETF CVY
Morningstar’s Analysis CVY
Will CVY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 11.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Virtu Financial Inc Class A | 1.24 | 2M | Financial Services |
PROG Holdings Inc Ordinary Shares | 1.24 | 2M | Industrials |
Crane NXT Co | 1.22 | 1M | Industrials |
Allstate Corp | 1.16 | 1M | Financial Services |
Grupo Cibest SA ADR | 1.13 | 1M | Financial Services |
Bank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L- | 1.13 | 1M | Financial Services |
Axis Capital Holdings Ltd | 1.12 | 1M | Financial Services |
SLM Corp | 1.11 | 1M | Financial Services |
KKR & Co Inc 6.25% PRF CONVERT 01/03/2028 USD 50 - Ser D | 1.10 | 1M | Financial Services |
Banco Bilbao Vizcaya Argentaria SA ADR | 1.08 | 1M | Financial Services |