Morningstar

Invesco Ultra Short Duration ETF GSY

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

Morningstar’s Analysis GSY

Will GSY outperform in the 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 GSY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Deep liquidity expertise drives reliable ultrashort results.

Principal Paul Olmsted

Paul Olmsted

Principal

Summary

Invesco Ultra Short Duration ETF’s consistent, relative value approach led by experienced, liquidity-focused managers is a solid option for investors looking to earn excess returns over traditional money market funds without sacrificing downside protection.

by Paul Olmsted
Rated on Published on

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Portfolio Holdings GSY

More GSY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

2.89 114M
Government

United States Treasury Bills 0%

2.08 82M
Government

American Tower Corporation 2.75%

0.66 26M
Corporate

Amazon.com, Inc. 4.48071%

0.64 25M
Corporate

Haleon US Capital LLC. 3.375%

0.63 25M
Corporate

HSBC USA, Inc. 0%

0.59 23M
Cash and Equivalents

NatWest Group PLC 5.583%

0.53 21M
Corporate

GA Global Funding Trust 4.4%

0.52 21M
Corporate

Heineken N.V. 3.5%

0.52 20M
Corporate

Morgan Stanley 4.56608%

0.51 20M
Corporate

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