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Invesco WilderHill Clean Energy ETF PBW

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

Morningstar’s Analysis PBW

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

  • People Pillar

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

Strength in Invesco WilderHill Clean Energy ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PBW

More PBW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Enovix Corp

2.96 8.9 Mil
Industrials

First Solar Inc

2.88 8.7 Mil
Technology

American Superconductor Corp

2.70 8.2 Mil
Industrials

Ameresco Inc Class A

2.28 6.9 Mil
Industrials

Bloom Energy Corp Class A

2.11 6.4 Mil
Industrials

Fluence Energy Inc

2.02 6.1 Mil
Utilities

Rivian Automotive Inc Class A

2.02 6.1 Mil
Consumer Cyclical

Ormat Technologies Inc

1.95 5.9 Mil
Utilities

Universal Display Corp

1.92 5.8 Mil
Technology

Sunnova Energy International Inc

1.86 5.6 Mil
Technology