UPGD ETF
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD ETF Overview
UPGD ETF (Invesco Bloomberg Analyst Rating Improvers ETF) is managed by Invesco (US) with $109.5M in net assets. UPGD expense ratio is 0.40%, holding 53 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 2006-05-19.
UPGD performance shows a YTD return of 11.24%. The 1-year return is 13.51% and the 5-year return is 6.67%. UPGD dividend yield stands at 1.55%, paid annually.
UPGD top holdings include Ebay Inc. (2.4%), Mettler-Toledo International Inc. (2.4%), Illumina, Inc. (2.3%), Allegion Plc (2.3%), Tesla Motors Inc (2.3%). Go to all UPGD holdings, UPGD sectors, or UPGD dividends.
UPGD can be compared against other funds. Use UPGD overlap to find shared positions, or UPGD vs another fund for a side-by-side view. UPGD alternatives are available via the screener, along with tax-loss harvesting opportunities.