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Morningstar

Invesco 0-5 Yr US TIPS ETF PBTP

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PBTP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PBTP

More PBTP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.625%

5.18 3.3 Mil
Government

United States Treasury Notes 0.125%

5.18 3.3 Mil
Cash and Equivalents

United States Treasury Notes 0.25%

5.11 3.2 Mil
Government

United States Treasury Notes 0.375%

5.06 3.2 Mil
Government

United States Treasury Notes 0.375%

4.52 2.9 Mil
Government

United States Treasury Bonds 2.375%

4.47 2.8 Mil
Government

United States Treasury Notes 0.5%

4.42 2.8 Mil
Government

United States Treasury Notes 0.125%

4.41 2.8 Mil
Government

United States Treasury Notes 0.125%

4.34 2.8 Mil
Government

United States Treasury Notes 0.375%

4.27 2.7 Mil
Government