PDBC – Invesco Optm Yd Dvrs Cdty Stra No K1 ETF – ETF Stock Quote | Morningstar

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Will PDBC outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PDBC’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Invesco Optm Yd Dvrs Cdty Stra No K1 ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 3, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings —

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Invesco Premier US Government Money Inst	36.05	1.7 Bil	Cash and Equivalents
Powershares Cayman Fd 783848	20.22	939.2 Mil	—
United States Treasury Bills 0%	18.19	844.7 Mil	Government
United States Treasury Bills 0%	17.09	793.7 Mil	Government
United States Treasury Bills 0%	8.46	392.7 Mil	Government

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