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Invesco Water Resources ETF PHO

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

Morningstar’s Analysis PHO

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

  • People Pillar

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

A sound investment process and strong management team underpin Invesco Water Resources ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PHO

More PHO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Roper Technologies Inc

7.94 162.2 Mil
Technology

Ferguson PLC

7.90 161.3 Mil
Industrials

Ecolab Inc

7.82 159.8 Mil
Basic Materials

Danaher Corp

7.48 152.8 Mil
Healthcare

American Water Works Co Inc

6.55 133.9 Mil
Utilities

Core & Main Inc Class A

4.59 93.7 Mil
Industrials

Veralto Corp

4.23 86.5 Mil
Industrials

A.O. Smith Corp

4.10 83.8 Mil
Industrials

Pentair PLC

4.08 83.4 Mil
Industrials

Xylem Inc

4.07 83.1 Mil
Industrials