Skip to Content

Invesco California AMT-Free Muni Bd ETF PWZ

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PWZ

Will PWZ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Invesco California AMT-Free Muni Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PWZ

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 9.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MARIN CALIF HEALTHCARE DIST 5%

1.24 10.3 Mil
municipal

HAYWARD CALIF UNI SCH DIST 4%

1.18 9.8 Mil
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 4%

1.06 8.8 Mil
municipal

SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%

1.05 8.7 Mil
municipal

CALIFORNIA ST 5%

0.99 8.2 Mil
municipal

Cash

0.94 7.8 Mil
Cash and Equivalents

CALIFORNIA HEALTH FACS FING AUTH REV 4%

0.87 7.2 Mil
municipal

CALIFORNIA ST 5.25%

0.83 6.9 Mil
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 5%

0.82 6.8 Mil
municipal

CALIFORNIA ST 5%

0.81 6.7 Mil
municipal