Morningstar

Invesco New York AMT-Free Municipal Bond ETF PZT

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

Morningstar’s Analysis PZT

Will PZT outperform in the 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 PZT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco New York AMT-Free Muni Bd ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PZT

More PZT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5.5%

1.79 2M
municipal

HUDSON YDS INFRASTRUCTURE CORP N Y SECOND INDENTURE REV 5%

0.92 1M
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 4.25%

0.90 1M
municipal

NEW YORK ST PWR AUTH REV 4%

0.83 1M
municipal

BATTERY PK CITY AUTH N Y REV 5.25%

0.80 1M
municipal

NEW YORK LIBERTY DEV CORP LIBERTY REV 3%

0.76 1M
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5.25%

0.76 1M
municipal

NEW YORK ST PWR AUTH REV 4%

0.75 1M
municipal

MONROE CNTY N Y INDL DEV CORP REV 4%

0.72 980,966
municipal

NEW YORK LIBERTY DEV CORP LIBERTY REV 2.45%

0.70 961,958
municipal

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