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Invesco Fdmtl Invmt Grd Corp Bd ETF PFIG

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

Morningstar’s Analysis PFIG

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

People Pillar

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

Strength in Invesco Fdmtl Invmt Grd Corp Bd ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PFIG

More PFIG Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 697
  • Other Holdings 8
  • % Assets in Top 10 Holdings 6.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co. 2.95%

1.05
429,790
Corporate

Bank of America Corp. 3.248%

0.96
394,392
Corporate

Microsoft Corporation 3.3%

0.67
273,301
Corporate

Morgan Stanley 3.625%

0.55
225,560
Corporate

Cisco Systems, Inc. 2.5%

0.53
215,811
Corporate

Berkshire Hathaway Inc. 3.125%

0.51
210,003
Corporate

Apple Inc. 3.25%

0.51
207,431
Corporate

McKesson Corporation 1.3%

0.50
206,695
Corporate

Apple Inc. 1.65%

0.48
195,664
Corporate

Capital One Financial Corp. 3.8%

0.45
183,022
Corporate