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Invesco Real Assets ESG ETF IVRA

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

Morningstar’s Analysis IVRA

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Invesco Real Assets ESG ETF 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IVRA

More IVRA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

5.95 309,151
Real Estate

American Tower Corp

5.92 307,312
Real Estate

Equinix Inc

5.24 272,384
Real Estate

Cheniere Energy Inc

4.64 240,945
Energy

Essential Utilities Inc

3.71 192,913
Utilities

Public Storage

3.56 185,109
Real Estate

Enbridge Inc

3.47 180,326
Energy

Targa Resources Corp

3.32 172,379
Energy

Kimco Realty Corp

3.11 161,617
Real Estate

Ventas Inc

3.05 158,520
Real Estate