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Invesco WilderHill Clean Energy ETF PBW

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

Morningstar’s Analysis PBW

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

  • People Pillar

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

Strength in Invesco WilderHill Clean Energy ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PBW

More PBW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Solar Inc

2.20 6.6 Mil
Technology

MP Materials Corp Ordinary Shares - Class A

1.94 5.8 Mil
Basic Materials

Solid Power Inc

1.88 5.6 Mil
Industrials

Sigma Lithium Corp

1.85 5.5 Mil
Basic Materials

Ormat Technologies Inc

1.85 5.5 Mil
Utilities

Fluence Energy Inc

1.80 5.4 Mil
Utilities

FREYR Battery Inc

1.78 5.3 Mil
Industrials

ESCO Technologies Inc

1.69 5.1 Mil
Technology

Itron Inc

1.67 5.0 Mil
Technology

Bel Fuse Inc Class B

1.66 5.0 Mil
Technology