The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
Invesco Fdmtl Invmt Grd Corp Bd ETF PFIG
Morningstar’s Analysis PFIG
Will PFIG outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JPMorgan Chase & Co. 2.95% | 1.03 | 545,276 | Corporate |
Microsoft Corporation 3.3% | 0.85 | 446,741 | Corporate |
Bank of America Corp. 3.248% | 0.81 | 426,647 | Corporate |
Wells Fargo & Co. 4.15% | 0.72 | 379,008 | Corporate |
Invesco Shrt-Trm Inv Gov&Agcy Instl | 0.58 | 304,622 | Cash and Equivalents |
Apple Inc. 1.65% | 0.51 | 267,300 | Corporate |
Walmart Inc 3.9% | 0.47 | 246,091 | Corporate |
Berkshire Hathaway Inc. 3.125% | 0.45 | 239,585 | Corporate |
Apple Inc. 3.25% | 0.45 | 237,193 | Corporate |
Walmart Inc 1.8% | 0.44 | 230,327 | Corporate |