Invesco Dividend Achievers Etf Profile
PFM Etf | USD 48.20 0.19 0.40% |
Performance13 of 100
| Odds Of DistressLess than 9
|
Invesco Dividend is selling at 48.20 as of the 30th of November 2024; that is 0.40 percent increase since the beginning of the trading day. The etf's lowest day price was 48.05. Invesco Dividend has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Invesco Dividend Achievers are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 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 securities that comprise the underlying index. Dividend Achievers is traded on NASDAQ Exchange in the United States. The company has 12.95 M outstanding shares. More on Invesco Dividend Achievers
Moving together with Invesco Etf
Invesco Etf Highlights
Thematic Ideas | (View all Themes) |
Old Names | [ProntoForms Corporation, PennyMac Financial Services Inc, Perma Fix Medical SA, Pacific Mining Limited, Powershares Dividend Achievers Portfolio] |
Business Concentration | High Dividend Yield ETFs, Strategy ETFs, Large Value, Invesco (View all Sectors) |
Issuer | Invesco |
Inception Date | 2005-09-15 |
Benchmark | NASDAQ US Broad Dividend Achievers Index |
Entity Type | Regulated Investment Company |
Average Trading Valume | 19,240.5 |
Asset Type | Equity |
Category | Strategy |
Focus | High Dividend Yield |
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 | 30-Apr |
Exchange | NASDAQ |
Number of Constituents | 845 |
Market Maker | Citadel |
Total Expense | 0.53 |
Management Fee | 0.4 |
Country Name | USA |
Returns Y T D | 22.34 |
Name | Invesco Dividend Achievers ETF |
Currency Code | USD |
Open Figi | BBG000BBPKX4 |
In Threey Volatility | 15.09 |
1y Volatility | 9.17 |
200 Day M A | 43.84 |
50 Day M A | 46.7298 |
Code | PFM |
Updated At | 30th of November 2024 |
Currency Name | US Dollar |
Type | ETF |
Invesco Dividend Achievers [PFM] is traded in USA and was established 2005-09-15. The fund is classified under Large Value category within Invesco family. The entity is thematically classified as High Dividend Yield ETFs. Invesco Dividend Ach at this time have 628.11 M in assets. , while the total return for the last 3 years was 10.7%.
Check Invesco Dividend 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 Dividend Achievers 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 Dividend Achievers Etf Constituents
PEP | PepsiCo | Stock | Consumer Staples | |
XOM | Exxon Mobil Corp | Stock | Energy | |
WMT | Walmart | Stock | Consumer Staples | |
VZ | Verizon Communications | Stock | Communication Services | |
V | Visa Class A | Stock | Financials | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
T | ATT Inc | Stock | Communication Services | |
PG | Procter Gamble | Stock | Consumer Staples |
Invesco Dividend Top Holders
DWAT | Arrow DWA Tactical | Etf | Tactical Allocation | |
DWTFX | Arrow Dwa Tactical | Mutual Fund | Tactical Allocation | |
DWTNX | Arrow Dwa Tactical | Mutual Fund | Tactical Allocation | |
DWTTX | Arrow Dwa Tactical | Mutual Fund | Tactical Allocation |
Invesco Dividend Ach 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 Dividend. 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 | 0.1167 | |||
Jensen Alpha | (0.01) | |||
Total Risk Alpha | (0.02) | |||
Sortino Ratio | (0.07) |
Invesco Dividend Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Dividend Achievers. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
The market value of Invesco Dividend Ach 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 Dividend's value that differs from its market value or its book value, called intrinsic value, which is Invesco Dividend'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 Dividend's market value can be influenced by many factors that don't directly affect Invesco Dividend'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 Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Dividend'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.