Skip to Content

Invesco Real Assets ESG ETF IVRA

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis IVRA

Will IVRA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Invesco Real Assets ESG ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IVRA

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Enbridge Inc

5.61 270,288
Energy

American Tower Corp

5.17 249,105
Real Estate

Equinix Inc

5.13 247,466
Real Estate

Cheniere Energy Inc

4.79 231,048
Energy

Essential Utilities Inc

3.83 184,839
Utilities

Targa Resources Corp

3.49 168,238
Energy

Prologis Inc

3.44 165,627
Real Estate

Kinder Morgan Inc Class P

3.36 162,144
Energy

Healthpeak Properties Inc

3.22 155,114
Real Estate

Ventas Inc

2.83 136,604
Real Estate