Invesco Water Resources 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 Water Resources ETF PHO
Morningstar’s Analysis PHO
Will PHO 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 61.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Waters Corp | 10.02 | 200M | Healthcare |
Roper Technologies Inc | 8.32 | 166M | Technology |
Ferguson Enterprises Inc | 7.71 | 154M | Industrials |
Ecolab Inc | 7.33 | 146M | Basic Materials |
American Water Works Co Inc | 6.98 | 139M | Utilities |
IDEX Corp | 4.50 | 90M | Industrials |
Mueller Industries Inc | 4.44 | 88M | Industrials |
Core & Main Inc Class A | 4.20 | 84M | Industrials |
Veralto Corp | 3.87 | 77M | Industrials |
Xylem Inc | 3.72 | 74M | Industrials |
United States