Morningstar

Invesco MSCI Global Climate 500 ETF KLMT

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

Morningstar’s Analysis KLMT

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

  • People Pillar

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

Invesco MSCI Global Climate 500 ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

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 Published on

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Portfolio Holdings KLMT

More KLMT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Technology

NVIDIA Corp

4.03 69.3 Mil
Technology

Microsoft Corp

3.97 68.3 Mil
Technology

Amazon.com Inc

2.32 40.0 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.64 28.2 Mil
Communication Services

Alphabet Inc Class A

1.41 24.3 Mil
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

1.06 18.3 Mil
Technology

Broadcom Inc

1.05 18.1 Mil
Technology

Tesla Inc

0.97 16.7 Mil
Consumer Cyclical

Eli Lilly and Co

0.97 16.7 Mil
Healthcare

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