Invesco QQQ Trust’s QQQ performance over the past decade has ranked among the market’s elite, but its Nasdaq-only focus breeds sector concentration and restricts its opportunity set. It retains its Morningstar Analyst Rating of Neutral.
Invesco QQQ Trust QQQ
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will QQQ 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 QQQ’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the QQQ 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 QQQ’s parent organization’s priorities and whether they’re in line with investors’ interests.
An illogical approach overshadows excellent performance.
