Invesco Russell 1000 Etf Profile
| EQAL Etf | USD 51.78 0.17 0.33% |
Performance18 of 100
| Odds Of DistressLess than 9
|
Invesco Russell is selling for 51.78 as of the 30th of November 2024. This is a 0.33 percent decrease since the beginning of the trading day. The etf's lowest day price was 51.78. Invesco Russell has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Invesco Russell 1000 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. Russell 1000 is traded on NYSEARCA Exchange in the United States. More on Invesco Russell 1000
Moving together with Invesco Etf
| 0.97 | VO | Vanguard Mid Cap | PairCorr |
| 0.95 | VXF | Vanguard Extended Market | PairCorr |
| 0.96 | IJH | iShares Core SP | PairCorr |
| 0.97 | IWR | iShares Russell Mid | PairCorr |
| 0.96 | MDY | SPDR SP MIDCAP | PairCorr |
| 0.93 | FV | First Trust Dorsey | PairCorr |
Moving against Invesco Etf
Invesco Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Mid-Cap Blend, Invesco (View all Sectors) |
| Issuer | Invesco |
| Inception Date | 2014-12-23 |
| Benchmark | Russell 1000 Equal Weight Index |
| Entity Type | Regulated Investment Company |
| Average Trading Valume | 28,987.8 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Invesco Capital Management LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Invesco Distributors, Inc. |
| Portfolio Manager | Peter Hubbard, Michael Jeanette, Pratik Doshi, Tony Seisser |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 1,995 |
| Market Maker | Susquehanna |
| Total Expense | 0.2 |
| Management Fee | 0.2 |
| Country Name | USA |
| Returns Y T D | 19.27 |
| Name | Invesco Russell 1000 Equal Weight ETF |
| Currency Code | USD |
| Open Figi | BBG007RBRVZ4 |
| In Threey Volatility | 18.74 |
| 1y Volatility | 13.75 |
| 200 Day M A | 46.3343 |
| 50 Day M A | 49.2964 |
| Code | EQAL |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.03 |
Invesco Russell 1000 [EQAL] is traded in USA and was established 2014-12-23. The fund is listed under Mid-Cap Blend category and is part of Invesco family. The entity is thematically classified as Size And Style ETFs. Invesco Russell 1000 currently have 553.4 M in assets under management (AUM). , while the total return for the last 3 years was 6.7%.
Check Invesco Russell Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Russell 1000 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Russell 1000 Etf Constituents
| CVX | Chevron Corp | Stock | Energy | |
| K | Kellanova | Stock | Consumer Staples | |
| MNST | Monster Beverage Corp | Stock | Consumer Staples | |
| SO | Southern Company | Stock | Utilities | |
| APA | APA Corporation | Stock | Energy | |
| KMB | Kimberly Clark | Stock | Consumer Staples | |
| WEC | WEC Energy Group | Stock | Utilities | |
| HSY | Hershey Co | Stock | Consumer Staples |
Invesco Russell 1000 Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco Russell. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1547 | |||
| Jensen Alpha | 0.1223 | |||
| Total Risk Alpha | 0.0158 | |||
| Sortino Ratio | 0.0096 |
Invesco Russell Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Invesco Russell 1000. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
The market value of Invesco Russell 1000 is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Russell's value that differs from its market value or its book value, called intrinsic value, which is Invesco Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Russell's market value can be influenced by many factors that don't directly affect Invesco Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.