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Morningstar

Invesco Food & Beverage ETF PBJ

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

Morningstar’s Analysis PBJ

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

  • People Pillar

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

A strong management team and sound investment process underpin Invesco Food& Beverage ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PBJ

More PBJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coca-Cola Co

5.16 5.9 Mil
Consumer Defensive

Constellation Brands Inc Class A

5.14 5.8 Mil
Consumer Defensive

Mondelez International Inc Class A

4.95 5.6 Mil
Consumer Defensive

Chipotle Mexican Grill Inc

4.92 5.6 Mil
Consumer Cyclical

The Kroger Co

4.89 5.5 Mil
Consumer Defensive

General Mills Inc

4.77 5.4 Mil
Consumer Defensive

Corteva Inc

4.75 5.4 Mil
Basic Materials

The Kraft Heinz Co

4.61 5.2 Mil
Consumer Defensive

Cava Group Inc

3.17 3.6 Mil
Consumer Cyclical

Boston Beer Co Inc Class A

3.14 3.6 Mil
Consumer Defensive