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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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings PWZ

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MARIN CALIF HEALTHCARE DIST 5%

1.28 10.4 Mil
municipal

HAYWARD CALIF UNI SCH DIST 4%

1.22 9.9 Mil
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 4%

1.09 8.9 Mil
municipal

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

1.08 8.8 Mil
municipal

Interest/Overdraft

1.08 8.8 Mil
Cash and Equivalents

CALIFORNIA ST 5%

1.03 8.4 Mil
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 4%

0.89 7.2 Mil
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 5%

0.88 7.1 Mil
municipal

CALIFORNIA ST 5.25%

0.87 7.1 Mil
municipal

CALIFORNIA ST 5%

0.85 6.9 Mil
municipal