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Morningstar

Invesco Food & Beverage ETF PBJ

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

Morningstar’s Analysis PBJ

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

People Pillar

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

A sound investment process and strong management team underpin Invesco Food& Beverage ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PBJ

More PBJ Holdings
  • Current Portfolio Date
  • Equity Holdings 30
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 46.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Kraft Heinz Co

5.24
11,007,394
Consumer Defensive

Mondelez International Inc Class A

5.11
10,733,800
Consumer Defensive

Chipotle Mexican Grill Inc

5.07
10,660,957
Consumer Cyclical

Constellation Brands Inc Class A

5.05
10,619,703
Consumer Defensive

PepsiCo Inc

4.98
10,477,473
Consumer Defensive

Archer-Daniels Midland Co

4.86
10,224,186
Consumer Defensive

Coca-Cola Co

4.80
10,092,178
Consumer Defensive

Monster Beverage Corp

4.79
10,066,909
Consumer Defensive

Sprouts Farmers Market Inc

3.12
6,553,312
Consumer Defensive

Seaboard Corp

3.00
6,308,841
Industrials