Morningstar

Invesco Variable Rate Preferred ETF VRP

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

Morningstar’s Analysis VRP

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Variable Rate Preferred ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VRP

More VRP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp. 6.625%

1.03 31M
Corporate

JPMorgan Chase & Co. 6.5%

1.03 31M
Corporate

JPMorgan Chase & Co. 6.1%

1.01 30M
Corporate

Citigroup Inc. 6.875%

0.93 28M
Corporate

JPMorgan Chase & Co. 6.875%

0.88 26M
Corporate

Citigroup Inc. 6.625%

0.85 25M
Corporate

Bank of America Corp. 6.25%

0.85 25M
Corporate

BP Capital Markets PLC 4.875%

0.85 25M
Corporate

Goldman Sachs Group, Inc. 6.5%

0.84 25M
Corporate

Citigroup Capital XIII Floating Rate Trust Pfd Secs Registered 2010-30.10.4

0.82 24M
Financial Services

Sponsor Center