Invesco Rochester HY Municipal 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.
Invesco Rochester High Yield Municipal ETF IROC
Morningstar’s Analysis IROC
Will IROC outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IROC 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 IROC’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
TENDER OPT BD TR RCPTS / CTFS VAR STS 2.1% | 7.21 | 9M | municipal |
NEW MEXICO ST HOSP EQUIP LN COUNCIL HOSP REV 2.8% | 3.21 | 4M | municipal |
COLUMBUS GA MED CTR HOSP AUTH REV 5% | 1.60 | 2M | municipal |
OHIO ST HOSP REV 2.05% | 1.60 | 2M | municipal |
CENTRAL PLAINS ENERGY PROJ NEB GAS PROJ REV 5% | 1.23 | 2M | municipal |
SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HEALTHCARE REV 5.75% | 1.22 | 2M | municipal |
BUCKS CNTY PA INDL DEV AUTH HOSP REV 5% | 1.20 | 2M | municipal |
MASSACHUSETTS ST DEV FIN AGY REV 5% | 1.19 | 1M | municipal |
LAKE CNTY FLA RETIREMENT FAC REV 5.75% | 1.18 | 1M | municipal |
CALIFORNIA SCH FIN AUTH SCH FAC REV 5% | 1.18 | 1M | municipal |
United States