Invesco Sp 500 Etf Profile
| SPMO Etf | USD 95.52 0.06 0.06% |
Performance9 of 100
| Odds Of DistressLess than 9
|
Invesco SP is selling at 95.52 as of the 26th of November 2024; that is 0.06 percent decrease since the beginning of the trading day. The etf's open price was 95.58. Invesco SP 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 SP 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. SP 500 is traded on NYSEARCA Exchange in the United States. More on Invesco SP 500
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Invesco Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Large Cap ETFs, Size And Style ETFs, Large Growth, Invesco (View all Sectors) |
| Issuer | Invesco |
| Inception Date | 2015-10-09 |
| Benchmark | S&P 500 Momentum Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 4.03 Billion |
| Average Trading Valume | 974,654.9 |
| 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, Pratik Doshi, Tony Seisser |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 99.0 |
| Market Maker | Jane Street |
| Total Expense | 0.13 |
| Management Fee | 0.13 |
| Country Name | USA |
| Returns Y T D | 46.4 |
| Name | Invesco SP 500 Momentum ETF |
| Currency Code | USD |
| Open Figi | BBG00B59HSH2 |
| In Threey Volatility | 19.05 |
| 1y Volatility | 16.57 |
| 200 Day M A | 85.1212 |
| 50 Day M A | 92.7968 |
| Code | SPMO |
| Updated At | 25th of November 2024 |
| Currency Name | US Dollar |
Invesco SP 500 [SPMO] is traded in USA and was established 2015-10-09. The fund is listed under Large Growth category and is part of Invesco family. The entity is thematically classified as Large Cap ETFs. Invesco SP 500 at this time have 75.38 M in assets. , while the total return for the last 3 years was 15.1%.
Check Invesco SP 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 SP 500 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 SP 500 Etf Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| UNP | Union Pacific | Stock | Industrials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| NFLX | Netflix | Stock | Communication Services | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| PYPL | PayPal Holdings | Stock | Financials | |
| AMT | American Tower Corp | Stock | Real Estate | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology |
Invesco SP 500 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 SP. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0896 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.01) |
Invesco SP Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. 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 SP 500 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 SP's value that differs from its market value or its book value, called intrinsic value, which is Invesco SP'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 SP's market value can be influenced by many factors that don't directly affect Invesco SP'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 SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco SP'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.