Morningstar

Invesco BuyBack Achievers ETF PKW

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

Morningstar’s Analysis PKW

Will PKW outperform in the 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 PKW’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

An inefficient method for capturing quality companies

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Invesco BuyBack Achievers ETF should focus on stocks with strong fundamentals, but shortcomings in its screening process limit its exposure to high-quality firms and increase risk.

by Zachary Evens
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PKW

More PKW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Salesforce Inc

6.25 108M
Technology

Wells Fargo & Co

4.56 79M
Financial Services

Charles Schwab Corp

4.51 78M
Financial Services

Marathon Petroleum Corp

4.21 73M
Energy

Bank of America Corp

4.07 70M
Financial Services

Citigroup Inc

4.01 69M
Financial Services

Valero Energy Corp

3.91 68M
Energy

Adobe Inc

3.25 56M
Technology

Johnson Controls International PLC Registered Shares

3.07 53M
Industrials

The Travelers Companies Inc

2.68 46M
Financial Services

Sponsor Center