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Morningstar

Invesco Optm Yd Dvrs Cdty Stra No K1 ETF PDBC

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

Morningstar’s Analysis PDBC

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

People Pillar

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

Invesco Optm Yd Dvrs Cdty Stra No K1 ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 PDBC

More PDBC Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 3
  • Other Holdings 2
  • % Assets in Top 10 Holdings 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Premier US Government Money Inst

39.77
2,254,033,666
Cash and Equivalents

Powershares Cayman Fd 783848

21.98
1,245,566,243
—

United States Treasury Bills

13.97
791,879,080
Government

United States Treasury Bills

13.78
781,137,776
Government

United States Treasury Bills

10.50
595,060,332
Government