Invesco S&P 500® Downside Hedged ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Invesco S&P 500® Downside Hedged ETF PHDG
Morningstar’s Analysis PHDG
Will PHDG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PHDG 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 PHDG’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Invesco Premier US Government Money Inst | 16.82 | 16M | Cash and Equivalents |
E-mini S&P 500 Future Sept 26 | 11.88 | 11M | — |
Cboe Vix Future Jul26 | 7.73 | 7M | — |
NVIDIA Corp | 4.69 | 4M | Technology |
Apple Inc | 4.09 | 4M | Technology |
Futures Cash Collateral | 3.27 | 3M | Cash and Equivalents |
Microsoft Corp | 2.72 | 3M | Technology |
Amazon.com Inc | 2.24 | 2M | Consumer Cyclical |
Alphabet Inc Class A | 2.04 | 2M | Communication Services |
Broadcom Inc | 1.66 | 2M | Technology |
United States