Invesco Dwa Consumer Etf Profile
PSL Etf | USD 110.43 0.32 0.29% |
Performance18 of 100
| Odds Of DistressLess than 9
|
Invesco DWA is selling for 110.43 as of the 30th of November 2024. This is a 0.29 percent increase since the beginning of the trading day. The etf's lowest day price was 110.16. Invesco DWA 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 DWA Consumer 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 securities that comprise the underlying index. DWA Consumer is traded on NASDAQ Exchange in the United States. More on Invesco DWA Consumer
Moving against Invesco Etf
Invesco Etf Highlights
Thematic Ideas | (View all Themes) |
Old Names | [PhotonStar LED Group PLC, Prospero Silver Corp, PSL Limited, Phu Son Livestock JSC] |
Business Concentration | Stock Exchange Of, SET Total Return, Consumer Staples ETFs, Sector ETFs, Consumer Defensive, Invesco (View all Sectors) |
Issuer | Invesco |
Inception Date | 2006-10-12 |
Benchmark | Dorsey Wright Consumer Staples Technical Leaders Index |
Entity Type | Regulated Investment Company |
Average Trading Valume | 1,879.9 |
Asset Type | Equity |
Category | Sector |
Focus | Consumer Staples |
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 | 88.0 |
Market Maker | Latour Trading |
Total Expense | 0.73 |
Management Fee | 0.5 |
Country Name | USA |
Returns Y T D | 21.2 |
Name | Invesco DWA Consumer Staples Momentum ETF |
Currency Code | USD |
Open Figi | BBG000Q1Q3P6 |
In Threey Volatility | 15.63 |
1y Volatility | 12.56 |
200 Day M A | 98.5229 |
50 Day M A | 103.21 |
Code | PSL |
Updated At | 30th of November 2024 |
Currency Name | US Dollar |
In Threey Sharp Ratio | 0.15 |
Invesco DWA Consumer [PSL] is traded in USA and was established 2006-10-12. The fund is classified under Consumer Defensive category within Invesco family. The entity is thematically classified as Consumer Staples ETFs. Invesco DWA Consumer at this time have 119.59 M in assets. , while the total return for the last 3 years was 9.9%.
Check Invesco DWA Probability Of Bankruptcy
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 DWA Consumer 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 DWA Consumer Etf Constituents
LOPE | Grand Canyon Education | Stock | Consumer Discretionary | |
PPC | Pilgrims Pride Corp | Stock | Consumer Staples | |
KR | Kroger Company | Stock | Consumer Staples | |
FRPT | Freshpet | Stock | Consumer Staples | |
TPX | Tempur Sealy International | Stock | Consumer Discretionary | |
HRL | Hormel Foods | Stock | Consumer Staples | |
CHGG | Chegg Inc | Stock | Consumer Discretionary | |
JJSF | J J Snack | Stock | Consumer Staples |
Invesco DWA Consumer 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 DWA. 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 | 0.1527 | |||
Jensen Alpha | 0.1158 | |||
Total Risk Alpha | 0.0138 | |||
Sortino Ratio | 0.0045 |
Invesco DWA Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco DWA Consumer. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
The market value of Invesco DWA Consumer 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 DWA's value that differs from its market value or its book value, called intrinsic value, which is Invesco DWA'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 DWA's market value can be influenced by many factors that don't directly affect Invesco DWA'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 DWA's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco DWA is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco DWA'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.