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 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Food & Beverage ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 46.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Monster Beverage Corp

5.60 6M
Consumer Defensive

Corteva Inc

5.36 6M
Basic Materials

Archer-Daniels-Midland Co

5.26 6M
Consumer Defensive

Starbucks Corp

5.23 6M
Consumer Cyclical

Coca-Cola Co

5.16 6M
Consumer Defensive

PepsiCo Inc

4.64 5M
Consumer Defensive

The Kroger Co

4.54 5M
Consumer Defensive

The Hershey Co

4.48 5M
Consumer Defensive

Maplebear Inc

3.21 4M
Consumer Cyclical

Nomad Foods Ltd

3.07 3M
Consumer Defensive

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