Invesco Dividend Achievers Etf Profile

PFM Etf  USD 46.83  0.05  0.11%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
Invesco Dividend is selling at 46.83 as of the 21st of November 2024; that is 0.11 percent increase since the beginning of the trading day. The etf's lowest day price was 46.5. Invesco Dividend 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 Dividend Achievers are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st 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. Dividend Achievers is traded on NASDAQ Exchange in the United States. The company has 12.95 M outstanding shares. More on Invesco Dividend Achievers

Moving together with Invesco Etf

  0.99VTV Vanguard Value IndexPairCorr
  0.97VYM Vanguard High DividendPairCorr
  0.97IWD iShares Russell 1000PairCorr
  0.99DGRO iShares Core DividendPairCorr
  0.98IVE iShares SP 500PairCorr
  0.92DVY iShares Select DividendPairCorr

Moving against Invesco Etf

  0.69HUM Humana Inc Buyout TrendPairCorr

Invesco Etf Highlights

Thematic Ideas
(View all Themes)
Old Names[ProntoForms Corporation, PennyMac Financial Services Inc, Perma Fix Medical SA, Pacific Mining Limited, Powershares Dividend Achievers Portfolio]
Business ConcentrationStrategy ETFs, High Dividend Yield ETFs, Large Value, Invesco (View all Sectors)
IssuerInvesco
Inception Date2005-09-15
BenchmarkNASDAQ US Broad Dividend Achievers Index
Entity TypeRegulated Investment Company
Asset Under Management717.56 Million
Average Trading Valume16,610.9
Asset TypeEquity
CategoryStrategy
FocusHigh Dividend Yield
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorInvesco Capital Management LLC
CustodianThe Bank of New York Mellon Corporation
DistributorInvesco Distributors, Inc.
Portfolio ManagerPeter Hubbard, Michael Jeanette, Pratik Doshi, Tony Seisser
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End30-Apr
ExchangeNASDAQ
Number of Constituents421
Market MakerCitadel
Total Expense0.53
Management Fee0.4
Country NameUSA
Returns Y T D18.87
NameInvesco Dividend Achievers ETF
Currency CodeUSD
Open FigiBBG000BBPKX4
In Threey Volatility14.94
1y Volatility10.1
200 Day M A43.664
50 Day M A46.5504
CodePFM
Updated At21st of November 2024
Currency NameUS Dollar
Invesco Dividend Achievers [PFM] is traded in USA and was established 2005-09-15. The fund is classified under Large Value category within Invesco family. The entity is thematically classified as Strategy ETFs. Invesco Dividend Ach at this time have 628.11 M in assets. , while the total return for the last 3 years was 8.6%.
Check Invesco Dividend 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 Dividend Achievers 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 Dividend Achievers Etf Constituents

PEPPepsiCoStockConsumer Staples
XOMExxon Mobil CorpStockEnergy
WMTWalmartStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
TATT IncStockCommunication Services
PGProcter GambleStockConsumer Staples
More Details

Invesco Dividend Top Holders

DWATArrow DWA TacticalEtfTactical Allocation
DWTFXArrow Dwa TacticalMutual FundTactical Allocation
DWTNXArrow Dwa TacticalMutual FundTactical Allocation
DWTTXArrow Dwa TacticalMutual FundTactical Allocation
More Details

Invesco Dividend Ach 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 Dividend. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Invesco Dividend Against Markets

When determining whether Invesco Dividend Ach is a strong investment it is important to analyze Invesco Dividend'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 Dividend's future performance. For an informed investment choice regarding Invesco Etf, refer to the following important reports:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Dividend Achievers. 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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.
The market value of Invesco Dividend Ach 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 Dividend's value that differs from its market value or its book value, called intrinsic value, which is Invesco Dividend'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 Dividend's market value can be influenced by many factors that don't directly affect Invesco Dividend'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 Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Dividend'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.