Morningstar

Invesco Financial Preferred ETF PGF

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

Morningstar’s Analysis PGF

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Financial Preferred ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PGF

More PGF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE

2.80 17M
Financial Services

JPMorgan Chase & Co Pfd

2.43 15M
Financial Services

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

2.24 14M
Financial Services

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

2.09 13M
Financial Services

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

2.09 13M
Financial Services

Bank of America Corp 6% PRF PERPETUAL USD 25 - Ser GG 1/1000th int

2.00 12M
Financial Services

Capital One Financial Corp Series I

1.85 11M
Financial Services

Bank of America Corp Pfd

1.76 11M
Financial Services

Allstate Corp 5.10% PRF PERPETUAL USD 25 - Ser H 1/1000th Int

1.72 10M
Financial Services

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

1.67 10M
Financial Services

Sponsor Center