Invesco FTSE is trading at 41.63 as of the 11th of October 2024; that is 1.74 percent increase since the beginning of the trading day. The etf's open price was 40.92. Invesco FTSE has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Invesco FTSE RAFI are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of September 2024 and ending today, the 11th of October 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. FTSE RAFI is traded on NASDAQ Exchange in the United States. More on Invesco FTSE RAFI
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
1,468
Market Maker
Virtu Financial
Total Expense
0.4
Management Fee
0.29
Country Name
USA
Returns Y T D
10.66
Name
Invesco FTSE RAFI US 1500 Small-Mid ETF
Currency Code
USD
Open Figi
BBG000KHNPR9
In Threey Volatility
22.13
1y Volatility
21.4
200 Day M A
38.6099
50 Day M A
40.323
Code
PRFZ
Updated At
11th of October 2024
Currency Name
US Dollar
Invesco FTSE RAFI [PRFZ] is traded in USA and was established 2006-09-20. The fund is listed under Small Blend category and is part of Invesco family. The entity is thematically classified as Broad Equity ETFs. Invesco FTSE RAFI at this time have 1.98 B in assets. , while the total return for the last 3 years was 4.6%.
Check Invesco FTSE 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 FTSE RAFI 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.
Invesco FTSE RAFI Currency Exposure
Invesco FTSE RAFI holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Invesco FTSE will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Invesco FTSE RAFI.
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 FTSE. 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 FTSE RAFI offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Invesco FTSE'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 Ftse Rafi Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Invesco Ftse Rafi Etf:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco FTSE RAFI. 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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
The market value of Invesco FTSE RAFI 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 FTSE's value that differs from its market value or its book value, called intrinsic value, which is Invesco FTSE'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 FTSE's market value can be influenced by many factors that don't directly affect Invesco FTSE'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 FTSE's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco FTSE is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco FTSE'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.