Morningstar

Invesco CEF Income Composite ETF PCEF

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

Morningstar’s Analysis PCEF

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco CEF Income Composite ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PCEF

More PCEF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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BlackRock Science and Technology Trust II

2.84 23M
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Eaton Vance Tax-mgd Dvsf Eq Inc Fd

2.73 22M
—

Nuveen Preferred & Income Opportunities Fund

2.56 21M
—

BlackRock Enhanced Equity Dividend Trust

2.51 20M
—

Eaton Vance Tax-Managed Buy-Write Opp

2.51 20M
—

BlackRock Corporate High Yield Fund Inc

2.44 20M
—

BlackRock Science and Technology Trust

2.35 19M
—

PIMCO Corporate & Income Opportunity Fds

2.12 17M
—

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