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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 sizable 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Kroger Co

5.51 7.1 Mil
Consumer Defensive

DoorDash Inc Ordinary Shares - Class A

5.36 6.9 Mil
Communication Services

Constellation Brands Inc Class A

5.02 6.5 Mil
Consumer Defensive

The Kraft Heinz Co

4.96 6.4 Mil
Consumer Defensive

PepsiCo Inc

4.86 6.3 Mil
Consumer Defensive

Monster Beverage Corp

4.59 5.9 Mil
Consumer Defensive

Sysco Corp

4.55 5.9 Mil
Consumer Defensive

Mondelez International Inc Class A

4.37 5.7 Mil
Consumer Defensive

WK Kellogg Co

3.79 4.9 Mil
Consumer Defensive

Maplebear Inc

3.41 4.4 Mil
Consumer Cyclical