Invesco High Yield Eq Div Achiev™ ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Invesco High Yield Equity Dividend Achievers™ ETF PEY
Morningstar’s Analysis PEY
Will PEY 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 PEY 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 PEY’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 33.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Insperity Inc | 5.82 | 62M | Industrials |
Robert Half Inc | 4.82 | 51M | Industrials |
LyondellBasell Industries NV Class A | 4.20 | 44M | Basic Materials |
HP Inc | 3.28 | 35M | Technology |
Flowers Foods Inc | 2.83 | 30M | Consumer Defensive |
Perrigo Co PLC | 2.73 | 29M | Healthcare |
Best Buy Co Inc | 2.70 | 29M | Consumer Cyclical |
John Wiley & Sons Inc Class A | 2.50 | 26M | Communication Services |
Skyworks Solutions Inc | 2.45 | 26M | Technology |
H&R Block Inc | 2.45 | 26M | Consumer Cyclical |