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Invesco Bloomberg Analyst Rating Improvers ETF UPGD
UPGD Shariah Compliance
Screening Methodology: AAOIFI
As of September 2026, Invesco Bloomberg Analyst Rating Improvers ETF is classified as not halal.
NOT HALAL
Is Invesco Bloomberg Analyst Rating Improvers ETF Halal?
Shariah Compliance Analysis of UPGD ETF
No. As of September 2026, Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is classified as NOT HALAL by Musaffa under its AAOIFI-based Shariah screening methodology. Invesco Bloomberg Analyst Rating Improvers ETF does not pass Musaffa's business and financial screening criteria.
UPGD was created on 2006-05-19 by Invesco. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 108.07m in AUM and 52 holdings. UPGD tracks an equal-weighted index of large-and mid-cap US stocks that are identified to have the most improved consensus ratings based on analyst recommendations.
Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Chart
Key Statistics of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
Today's Open
-AUM
-Avg. Volume
-Expense Ratio
-P/E Ratio
-P/B Ratio
-Sector Exposure
- Consumer Staples22.84%
- Industrials22.23%
- Utilities13.54%
- Information Technology9.45%
- Materials8.24%
- Communication Services8.02%
- Health Care5.70%
- Consumer Discretionary5.36%
- Energy4.29%
- Other0.33%
FAQ's for Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
- As of September 2026, Invesco Bloomberg Analyst Rating Improvers ETF UPGD is classified as not halal according to Musaffa’s Shariah screening methodology. This classification is based on an assessment of the company’s business activities and financial ratios against Islamic investment guidelines.
- An ETF is considered Shariah-compliant if its underlying assets consist primarily of companies that operate in permissible business activities and meet Islamic financial screening thresholds. Musaffa analyzes Invesco Bloomberg Analyst Rating Improvers ETF using these criteria to determine its compliance status.
- The Shariah compliance status of Invesco Bloomberg Analyst Rating Improvers ETF may be updated periodically when new portfolio disclosures, financial statements of underlying companies, or other relevant information becomes available.
- Yes. An ETF that is currently Shariah-compliant may become non-compliant if its underlying holdings change or if the financial ratios of the companies within the fund exceed Shariah thresholds.
- You can check the latest Shariah compliance status of Invesco Bloomberg Analyst Rating Improvers ETF on Musaffa’s ETF page, where screening results and key indicators are updated to help Muslim investors make informed decisions.
