Invesco Rafi Strategic Etf Profile
| IUS Etf | USD 46.31 0.41 0.89% |
Performance7 of 100
| Odds Of DistressLess than 9
|
Invesco RAFI is selling for under 46.31 as of the 8th of May 2024; that is 0.89 percent increase since the beginning of the trading day. The etf's lowest day price was 46.11. Invesco RAFI 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 RAFI Strategic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2024 and ending today, the 8th of May 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its total assets in securities that comprise the underlying index. Invesco Strategic is traded on NASDAQ Exchange in the United States. More on Invesco RAFI Strategic
Moving together with Invesco Etf
| 0.95 | VTV | Vanguard Value Index | PairCorr |
| 0.95 | VYM | Vanguard High Dividend | PairCorr |
| 0.97 | IWD | iShares Russell 1000 | PairCorr |
| 0.95 | DGRO | iShares Core Dividend | PairCorr |
| 0.95 | IVE | iShares SP 500 | PairCorr |
| 0.87 | DVY | iShares Select Dividend | PairCorr |
| 0.96 | SPYV | SPDR Portfolio SP | PairCorr |
Invesco Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Invesco RAFI's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco RAFI or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Value, Invesco (View all Sectors) |
| Issuer | Invesco |
| Inception Date | 2018-09-12 |
| Benchmark | Invesco Strategic US Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 526.49 Million |
| Average Trading Valume | 165,817.8 |
| 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, Tony Seisse, Jonathan Nixon |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Oct |
| Exchange | NASDAQ |
| Number of Constituents | 554 |
| Market Maker | Citadel |
| Total Expense | 0.19 |
| Management Fee | 0.19 |
| Country Name | USA |
| Returns Y T D | 7.35 |
| Name | Invesco RAFI Strategic US ETF |
| Currency Code | USD |
| Open Figi | BBG00LY8KD98 |
| In Threey Volatility | 16.44 |
| 1y Volatility | 14.21 |
| 200 Day M A | 42.8402 |
| 50 Day M A | 46.2654 |
| Code | IUS |
| Updated At | 8th of May 2024 |
| Currency Name | US Dollar |
Invesco RAFI Strategic [IUS] is traded in USA and was established 2018-09-12. The fund is classified under Large Value category within Invesco family. The entity is thematically classified as Size And Style ETFs. Invesco RAFI Strategic currently have 157.52 M in assets under management (AUM). , while the total return for the last 3 years was 9.5%.
Check Invesco RAFI 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 RAFI Strategic 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 RAFI Strategic Etf Constituents
| PG | Procter Gamble | Stock | Consumer Staples |
| INTC | Intel | Stock | Information Technology |
| XOM | Exxon Mobil Corp | Stock | Energy |
| WMT | Walmart | Stock | Consumer Staples |
| VZ | Verizon Communications | Stock | Communication Services |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| T | ATT Inc | Stock | Communication Services |
Invesco RAFI Target Price Odds Analysis
Attributed to a normal probability distribution, the odds of Invesco RAFI jumping above the current price in 90 days from now is about 29.74%. The Invesco RAFI Strategic probability density function shows the probability of Invesco RAFI etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Invesco RAFI has a beta of 0.9426. This usually indicates Invesco RAFI Strategic market returns are related to returns on the market. As the market goes up or down, Invesco RAFI is expected to follow. Additionally, invesco RAFI Strategic has an alpha of 0.0068, implying that it can generate a 0.006781 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Invesco RAFI to move above the current price in 90 days from now is about 29.74 (This Invesco RAFI Strategic probability density function shows the probability of Invesco Etf to fall within a particular range of prices over 90 days) .
Invesco RAFI Top Holders
| PSMC | PSMC | Etf | Allocation--15% to 30% Equity |
| PSMM | PSMM | Etf | Allocation--30% to 50% Equity |
| PSMB | PSMB | Etf | Allocation--50% to 70% Equity |
| PSMG | PSMG | Etf | Allocation--70% to 85% Equity |
Invesco RAFI Strategic Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco RAFI market risk premium is the additional return an investor will receive from holding Invesco RAFI long position in a well-diversified 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 RAFI. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invesco RAFI's alpha and beta are two of the key measurements used to evaluate Invesco RAFI's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0754 | |||
| Jensen Alpha | 0.0068 | |||
| Total Risk Alpha | 2.0E-4 | |||
| Sortino Ratio | 0.0042 |
Invesco RAFI Against Markets
Picking the right benchmark for Invesco RAFI etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invesco RAFI etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invesco RAFI is critical whether you are bullish or bearish towards Invesco RAFI Strategic at a given time. Please also check how Invesco RAFI's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Invesco RAFI without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Investing Opportunities Now
Investing OpportunitiesBuild portfolios using our predefined set of ideas and optimize them against your investing preferences |
| All Next | Launch Module |
How to buy Invesco Etf?
Before investing in Invesco RAFI, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Invesco RAFI. To buy Invesco RAFI etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco RAFI. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Invesco RAFI etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco RAFI Strategic etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Invesco RAFI Strategic etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Invesco RAFI Strategic, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Invesco Etf please use our How to Invest in Invesco RAFI guide.
Already Invested in Invesco RAFI Strategic?
The danger of trading Invesco RAFI Strategic is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invesco RAFI is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invesco RAFI. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco RAFI Strategic is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Invesco RAFI Strategic is a strong investment it is important to analyze Invesco RAFI'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 RAFI's future performance. For an informed investment choice regarding Invesco Etf, refer to the following important reports: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Invesco RAFI Strategic. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
The market value of Invesco RAFI Strategic 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 RAFI's value that differs from its market value or its book value, called intrinsic value, which is Invesco RAFI'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 RAFI's market value can be influenced by many factors that don't directly affect Invesco RAFI'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 RAFI's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco RAFI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco RAFI'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.