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Morningstar

Invesco New York AMT-Free Muni Bd ETF PZT

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

Morningstar’s Analysis PZT

Will PZT outperform in 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.

A strong management team and sound investment process underpin Invesco New York AMT-Free Muni Bd ETF's 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PZT

More PZT Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 79
  • Other Holdings 1
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEW YORK ST PWR AUTH GREEN TRANSMISSION PROJ REV

4.07
3,396,726
municipal

BATTERY PK CITY AUTH N Y REV

3.07
2,561,913
municipal

TRIBOROUGH BRDG & TUNL AUTH NY REVS

3.03
2,527,366
municipal

NEW YORK ST DORM AUTH ST PERS INCOME TAX REV

2.67
2,226,222
municipal

NEW YORK N Y

2.47
2,060,026
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV

2.44
2,039,263
municipal

LONG ISLAND PWR AUTH N Y ELEC SYS REV

2.43
2,032,271
municipal

NEW YORK CONVENTION CTR DEV CORP N Y REV

2.37
1,977,432
municipal

NEW YORK CONVENTION CTR DEV CORP N Y REV

2.26
1,889,066
municipal

NEW YORK ST URBAN DEV CORP ST SALES TAX REV

2.16
1,801,488
municipal