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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Food & Beverage ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 45.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Kroger Co

5.44 5M
Consumer Defensive

Archer-Daniels-Midland Co

5.37 5M
Consumer Defensive

Keurig Dr Pepper Inc

5.15 4M
Consumer Defensive

Coca-Cola Co

5.02 4M
Consumer Defensive

Sysco Corp

4.98 4M
Consumer Defensive

Starbucks Corp

4.79 4M
Consumer Cyclical

Monster Beverage Corp

4.62 4M
Consumer Defensive

Vylor Inc

4.39 4M
—

Weis Markets Inc

2.99 3M
Consumer Defensive

The Chefs' Warehouse Inc

2.94 2M
Consumer Defensive

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