UPGDInvesco Bloomberg Analyst Rating Improvers ETF
Tracks the investment results of the Bloomberg ANR Improvers Index.
By Invesco · Launched 2006
Annual Cost
0.40%
#2,023 of 5,861 · average
Fund Size
$118M
#2,833 of 5,861 · mid-size
Return (1Y)Goal
+15.7%
Track Record
20 years
#290 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,351+13.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Momentum
Index tracked
Bloomberg ANR Improvers Index
What it actually holds
By weightConcentration
Top 10 holdings = 25.3% of fund✓ well diversified
Intel Corp.
4.2%
Invesco Private Prime Fund
2.9%
Caterpillar Inc.
2.4%
F5, Inc.
2.4%
Cummins Inc.
2.3%
Airbnb, Inc.
2.3%
Dick's Sporting Goods, Inc.
2.3%
Old Dominion Freight Line, Inc.
2.2%
NetApp, Inc.
2.2%
American Electric Power Co., Inc.
2.2%
Asset allocation
Stocks
100.0%
Cash
0.1%
By sector
Consumer Cyclical
25.1%
Industrials
24.4%
Consumer Defensive
19.1%
Technology
11.8%
Utilities
7.9%
Healthcare
6.4%
Basic Materials
3.7%
Communication
1.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.1%Moderate
Year-on-year price swings
Max drawdown
-50.2%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.60Decent risk-adjusted returns
Sortino (3Y)
0.88Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of the Bloomberg ANR Improvers Index.
- Strategy
- Invests at least 90% of total assets in large- and mid-cap U.S. equity securities with improved consensus ratings, as determined by the Bloomberg ANR Improvers Index. The Fund employs full replication methodology, investing in all index securities in proportion to their weightings. Significant exposure to the industrials sector.
- Inception date
- May 19, 2006
- Fund family
- Invesco
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Data updated on 2026-08-04