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Invesco Zacks Mid-Cap ETF CZA

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis CZA

Will CZA 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 CZA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CZA 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 CZA’s parent organization’s priorities and whether they’re in line with investors’ interests.

Invesco Zacks Mid-Cap ETF earns a Morningstar Medalist Rating of Neutral 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 CZA

More CZA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LyondellBasell Industries NV Class A

2.23 4.4 Mil
Basic Materials

PPG Industries Inc

2.15 4.2 Mil
Basic Materials

The Hartford Financial Services Group Inc

2.14 4.2 Mil
Financial Services

AvalonBay Communities Inc

2.04 4.0 Mil
Real Estate

Brown & Brown Inc

2.02 4.0 Mil
Financial Services

Willis Towers Watson PLC

2.01 3.9 Mil
Financial Services

Westinghouse Air Brake Technologies Corp

2.00 3.9 Mil
Industrials

Equity Residential

1.87 3.7 Mil
Real Estate

State Street Corporation

1.81 3.6 Mil
Financial Services

Fortive Corp

1.77 3.5 Mil
Technology