Invesco Dynamic Large Etf Profile

PWB Etf  USD 105.19  0.84  0.79%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Invesco Dynamic is trading at 105.19 as of the 28th of November 2024, a 0.79 percent decrease since the beginning of the trading day. The etf's open price was 106.03. Invesco Dynamic has less than a 9 % chance of experiencing financial distress in the next few years and had a good 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 30th of August 2024 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

Moving together with Invesco Etf

  0.99VUG Vanguard Growth IndexPairCorr
  0.99IWF iShares Russell 1000PairCorr
  0.99IVW iShares SP 500PairCorr
  0.99SPYG SPDR Portfolio SPPairCorr
  0.99IUSG iShares Core SPPairCorr
  0.99VONG Vanguard Russell 1000PairCorr

Invesco Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Large Cap ETFs, Large Growth, Invesco (View all Sectors)
IssuerInvesco
Inception Date2005-03-03
BenchmarkDynamic Large Cap Growth Intellidex Index
Entity TypeRegulated Investment Company
Asset Under Management1 Billion
Average Trading Valume24,665.5
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
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
ExchangeNYSE Arca, Inc.
Number of Constituents51.0
Market MakerVirtu Financial
Total Expense0.56
Management Fee0.5
Country NameUSA
Returns Y T D36.48
NameInvesco Dynamic Large Cap Growth ETF
Currency CodeUSD
Open FigiBBG000BM96K3
In Threey Volatility20.6
1y Volatility15.46
200 Day M A93.1342
50 Day M A100.71
CodePWB
Updated At27th of November 2024
Currency NameUS Dollar
Invesco Dynamic Large [PWB] is traded in USA and was established 2005-03-03. The fund is classified under Large Growth category within Invesco family. The entity is thematically classified as Size And Style ETFs. Invesco Dynamic Large at this time have 513.49 M in assets. , while the total return for the last 3 years was 10.3%.
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.

Top Invesco Dynamic Large Etf Constituents

HDHome DepotStockConsumer Discretionary
ROPRoper Technologies, CommonStockIndustrials
CSXCSX CorporationStockIndustrials
UNHUnitedHealth Group IncorporatedStockHealth Care
COSTCostco Wholesale CorpStockConsumer Staples
AAPLApple IncStockInformation Technology
SYYSyscoStockConsumer Staples
NKENike IncStockConsumer Discretionary
More Details

Invesco Dynamic Large 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 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.

Invesco Dynamic Against Markets

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:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Dynamic Large. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing.
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 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.