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Invesco Zacks Multi-Asset Income ETF CVY

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

Morningstar’s Analysis CVY

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

  • People Pillar

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

Invesco Zacks Multi-Asset Income ETF earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CVY

More CVY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alliance Resource Partners LP

1.32 1.5 Mil
Energy

CVS Health Corp

1.14 1.3 Mil
Healthcare

Oxford Lane Capital Corp

1.13 1.3 Mil
—

JPMorgan Chase & Co PRF PERPETUAL USD - Ser LL 1/400th Int

1.12 1.3 Mil
Financial Services

JPMorgan Chase & Co PRF PERPETUAL USD 25 - Ser JJ 1/400 int

1.12 1.3 Mil
Financial Services

Eagle Point Credit Co LLC

1.12 1.3 Mil
—

Bank of America Corp PRF PERPETUAL USD - 1/1000 th int Ser QQ

1.10 1.3 Mil
Financial Services

Wells Fargo & Co 4.75% PRF PERPETUAL USD 25 Series Z Class A

1.10 1.3 Mil
Financial Services

Dick's Sporting Goods Inc

1.09 1.3 Mil
Consumer Cyclical

SL Green Realty Corp

1.08 1.2 Mil
Real Estate