CVY : Invesco Zacks Multi-Asset Income ETF

CVY is a Allocation Market All-In-One with HIGH fees.

CVY

Invesco Zacks Multi-Asset Income ETF

FI Score

28 /100

Diversification Rating

0 /10

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

28% FI Score
  • cvy
  • ETF
  • Allocation
  • All-In-One

Invesco Zacks Multi-Asset Income ETF

Expenses: 0.97% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to track the investment results (before fees and expenses) of the Zacks Multi-Asset Income Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index, as well as American depositary receipts (ADRs) that represent securities in the underlying index. The underlying index is composed of securities that Zacks selects from a universe of domestic and international companies listed on major U.S. exchanges. The fund is non-diversified.

Largest Holdings

Amount Holding
1.76% Cabot Oil & Gas Corporation
1.37% Cummins Inc
1.36% SVB Financial Group
1.35% Dominion Energy, Inc
1.34% Capital One Financial Corp Series I
1.32% CVS Health Corporation
1.25% Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-
1.22% Nucor Corporation
1.21% Caterpillar Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo