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Invesco 0-5 Yr US TIPS ETF PBTP

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PBTP

Will PBTP outperform in future?

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

Invesco 0-5 Yr US TIPS ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings PBTP

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.625%

4.99 3.2 Mil
Government

United States Treasury Notes 0.125%

4.98 3.2 Mil
Government

United States Treasury Notes 0.25%

4.89 3.1 Mil
Government

United States Treasury Notes 0.375%

4.86 3.1 Mil
Government

United States Treasury Notes 0.375%

4.38 2.8 Mil
Government

United States Treasury Bonds 2.375%

4.28 2.7 Mil
Government

United States Treasury Notes 0.5%

4.28 2.7 Mil
Government

United States Treasury Notes 0.125%

4.24 2.7 Mil
Government

United States Treasury Notes 0.125%

4.19 2.7 Mil
Government

United States Treasury Notes 0.375%

4.12 2.6 Mil
Government