Invesco MSCI EAFE Income Advantage 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 MSCI EAFE Income Advantage ETF EFAA
Morningstar’s Analysis EFAA
Will EFAA 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 EFAA 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 EFAA’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 10.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Invesco Premier US Government Money Inst | 16.66 | 82M | Cash and Equivalents |
ASML Holding NV | 2.48 | 12M | Technology |
HSBC Holdings PLC | 1.10 | 5M | Financial Services |
Roche Holding AG Ordinary Shares new | 1.06 | 5M | Healthcare |
Novartis AG Registered Shares | 1.01 | 5M | Healthcare |
AstraZeneca PLC | 1.01 | 5M | Healthcare |
Nestle SA | 0.96 | 5M | Consumer Defensive |
Shell PLC | 0.91 | 4M | Energy |
Siemens AG | 0.82 | 4M | Industrials |
BHP Group Ltd | 0.79 | 4M | Basic Materials |
United States