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Invesco Zacks Multi-Asset Income ETF CVY

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis CVY

Will CVY outperform in future?

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

Invesco Zacks Multi-Asset Income ETF earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

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Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings CVY

  • 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

Alliance Resource Partners LP

1.31 1.5 Mil
Energy

SL Green Realty Corp

1.22 1.4 Mil
Real Estate

Iron Mountain Inc

1.20 1.4 Mil
Real Estate

Synchrony Financial

1.14 1.3 Mil
Financial Services

Oxford Lane Capital Corp

1.12 1.3 Mil

JPMorgan Chase & Co PRF PERPETUAL USD - Ser LL 1/400th Int

1.12 1.3 Mil
Financial Services

JPMorgan Chase & Co PRF PERPETUAL USD 25 - Ser JJ 1/400 int

1.12 1.3 Mil
Financial Services

Extra Space Storage Inc

1.11 1.3 Mil
Real Estate

Wells Fargo & Co 4.75% PRF PERPETUAL USD 25 Series Z Class A

1.08 1.3 Mil
Financial Services

Bank of America Corp PRF PERPETUAL USD - 1/1000 th int Ser QQ

1.08 1.3 Mil
Financial Services