PHO
Invesco Water Resources ETFPHO Fund Description
PHO tracks a modified liquidity-weighted index of US-listed companies that create products to conserve and purify water.
PHO Factset Analytics Insight
PHO is a water-themed fund of US companies that create products that conserve and purify water for homes, businesses, and industries. Securities should also participate in the Green Economy, as determined by SustainableBusiness.com LLC. Holdings are weighted by liquidity, with no more than five companies capped at 8% and with the rest distributed equally. The index is reconstituted annually in April and rebalanced quarterly.
PHO MSCI ESG Analytics Insight
Invesco Water Resources ETF has an MSCI ESG Fund Rating of AAA based on a score of 8.63 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 Water Resources ETF ranks in the 98th percentile within its peer group and in the 0th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PHO 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.
PHO Summary Data
PHO Portfolio Data
PHO Index Data
PHO Portfolio Management
PHO Tax Exposures
PHO Fund Structure
PHO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PHO. PHO is rated a 5 out of 5.
PHO Tradability
PHO Top 10 Holdings[View All]
PHO Countries
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PHO Regions
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PHO Economic Development
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PHO Performance Statistics
PHO MSCI ESG Ratings
PHO Benchmark Comparison Summary
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PHO 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.