Invesco DWA is trading at 42.67 as of the 30th of November 2024. This is a 0.16 percent increase since the beginning of the trading day. The etf's open price was 42.6. 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 Utilities 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 Utilities is traded on NASDAQ Exchange in the United States. The company has 5.75 M outstanding shares. More on Invesco DWA Utilities
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
70.0
Market Maker
Virtu Financial
Total Expense
0.78
Management Fee
0.5
Country Name
USA
Returns Y T D
35.72
Name
Invesco DWA Utilities Momentum ETF
Currency Code
USD
Open Figi
BBG000JJZQF5
In Threey Volatility
17.0
1y Volatility
12.88
200 Day M A
36.3853
50 Day M A
40.3994
Code
PUI
Updated At
30th of November 2024
Currency Name
US Dollar
In Threey Sharp Ratio
0.3
Invesco DWA Utilities [PUI] is traded in USA and was established 2005-10-26. The fund is classified under Utilities category within Invesco family. The entity is thematically classified as Sector ETFs. Invesco DWA Utilities at this time have 75.07 M in assets. , while the total return for the last 3 years was 10.3%.
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 Utilities 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.
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.
When determining whether Invesco DWA Utilities offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Invesco DWA's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Invesco Dwa Utilities Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Invesco Dwa Utilities Etf:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco DWA Utilities. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment.
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The market value of Invesco DWA Utilities 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.