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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.

Invesco New York 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 cheapest 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEW YORK ST PWR AUTH GREEN TRANSMISSION PROJ REV 4%

3.99 3.8 Mil
municipal

TRIBOROUGH BRDG & TUNL AUTH NY REVS 5%

2.74 2.6 Mil
municipal

BATTERY PK CITY AUTH N Y REV 5%

2.73 2.6 Mil
municipal

NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 4%

2.52 2.4 Mil
municipal

NEW YORK N Y 5%

2.24 2.2 Mil
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 5%

2.20 2.1 Mil
municipal

LONG ISLAND PWR AUTH N Y ELEC SYS REV 5%

2.13 2.1 Mil
municipal

NEW YORK CONVENTION CTR DEV CORP N Y REV 5%

2.10 2.0 Mil
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 4.125%

2.04 2.0 Mil
municipal

NEW YORK ST URBAN DEV CORP ST SALES TAX REV 4%

2.04 2.0 Mil
municipal