Morningstar

Invesco Bloomberg Analyst Rating Improvers ETF UPGD

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

Morningstar’s Analysis UPGD

Will UPGD 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 UPGD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Bloomberg Analyst Rating Imp ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings UPGD

More UPGD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NetApp Inc

2.61 3M
Technology

Rivian Automotive Inc Class A

2.49 3M
Consumer Cyclical

Williams-Sonoma Inc

2.37 3M
Consumer Cyclical

Expedia Group Inc

2.36 3M
Consumer Cyclical

Mettler-Toledo International Inc

2.33 3M
Healthcare

International Paper Co

2.28 3M
Consumer Cyclical

Incyte Corp

2.27 3M
Healthcare

Dollar General Corp

2.22 3M
Consumer Defensive

Verisk Analytics Inc

2.16 3M
Industrials

Cintas Corp

2.15 3M
Industrials

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