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UPGDInvesco Bloomberg Analyst Rating Improvers ETF

Grow my money20y track recordRanked #1,352 of 3,055 in this goal

Tracks the investment results of the Bloomberg ANR Improvers Index.

By Invesco · Launched 2006

Annual Cost

0.40%

#2,089 of 6,040 · average

Fund Size

$119M

#2,921 of 6,040 · mid-size

Return (1Y)

+10.7%

Track Record

20 years

#296 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,530+5.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Factor

Momentum

Index tracked

Bloomberg ANR Improvers Index

Holdings

By weight

Concentration

Top 10 holdings = 25.3% of funddiversified

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%

By sector

Consumer Cyclical
24.6%
Industrials
23.3%
Consumer Defensive
20.0%
Technology
12.3%
Utilities
7.3%
Healthcare
7.1%
Basic Materials
3.6%
Communication
1.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.8%Moderate

Year-on-year price swings

Max drawdown
-50.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.66Decent risk-adjusted returns
Sortino (3Y)
0.98Moderate 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

Next steps

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Data updated on 2026-09-18