PBD
Invesco Global Clean Energy ETFPBD Fund Description
PBD tracks an index of companies that focus on cleaner energy, weighted equally in tiers.
PBD Factset Analytics Insight
PBD is passively managed to invest in a wide array of global renewable energy companies, including those involved in conservation, improving energy efficiency and advancing renewable energy. The index may invest in large cap firms and those that derives at least 10% of its market value from clean energy activities, but has bias on pure-play, small- and midcap companies. Importantly, PBD’s portfolio companies are selected based on the index provider’s opinion of their “potential for capital appreciation.” In that sense, PBD is more akin to an actively managed strategy than other funds in the segment. The index is rebalanced and reconstituted quarterly. For diversification, the fund caps its largest holdings at 5% and is required to invest half its assets internationally.
PBD MSCI ESG Analytics Insight
Invesco Global Clean Energy ETF has an MSCI ESG Fund Rating of A based on a score of 6.70 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco Global Clean Energy ETF ranks in the 44th percentile within its peer group and in the 28th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PBD MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
PBD Summary Data
PBD Portfolio Data
PBD Index Data
PBD Portfolio Management
PBD Tax Exposures
PBD Fund Structure
PBD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PBD. PBD is rated a 4 out of 5.
PBD Tradability
PBD Sector/Industry Breakdown
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PBD Top 10 Holdings[View All]
PBD Countries
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PBD Regions
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PBD Economic Development
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PBD Performance Statistics
PBD MSCI ESG Ratings
PBD Benchmark Comparison Summary
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PBD Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.