Invesco Dynamic is selling for under 61.57 as of the 28th of November 2024; that is 0.19 percent decrease since the beginning of the trading day. The etf's lowest day price was 61.56. Invesco Dynamic has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Invesco Dynamic Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th 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. Dynamic Large is traded on NYSEARCA Exchange in the United States. More on Invesco Dynamic Large
Peter Hubbard, Michael Jeanette, Pratik Doshi, Tony Seisser
Transfer Agent
The Bank of New York Mellon Corporation
Fiscal Year End
30-Apr
Exchange
NYSE Arca, Inc.
Number of Constituents
51.0
Market Maker
Virtu Financial
Total Expense
0.55
Management Fee
0.5
Country Name
USA
Returns Y T D
23.52
Name
Invesco Dynamic Large Cap Value ETF
Currency Code
USD
Open Figi
BBG000L5R6Q3
In Threey Volatility
15.93
1y Volatility
12.02
200 Day M A
56.4448
50 Day M A
59.0992
Code
PWV
Updated At
27th of November 2024
Currency Name
US Dollar
Invesco Dynamic Large [PWV] is traded in USA and was established 2005-03-03. The fund is classified under Large Value category within Invesco family. The entity is thematically classified as Size And Style ETFs. Invesco Dynamic Large at this time have 710.98 M in assets. , while the total return for the last 3 years was 12.0%.
Check Invesco Dynamic 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 Dynamic Large 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 Dynamic. 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 Dynamic Large is a strong investment it is important to analyze Invesco Dynamic's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Invesco Dynamic's future performance. For an informed investment choice regarding Invesco Etf, refer to the following important reports:
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The market value of Invesco Dynamic Large 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 Dynamic's value that differs from its market value or its book value, called intrinsic value, which is Invesco Dynamic'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 Dynamic's market value can be influenced by many factors that don't directly affect Invesco Dynamic'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 Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Dynamic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Dynamic'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.