Invesco DWA Financial Momentum ETF


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Основные параметры

Цена последней сделки 49.61
Код ценной бумаги PFI
Полное наименование Invesco DWA Financial Momentum ETF
Объем 51970000000
Изм за день, % -0.0
Комиссия 0.60
Дата основания Oct 12. 2006
Сайт ссылка
Тип актива Equity
Индекс Dynamic Financial Intellidex Index
Регион North America
Средний P/E 30.44
Дивиденды 1.18
5 летняя доходность 78.21
3 летняя доходность 50.15
Годовая доходность 58.57
Бета 1.03
Валюта usd
Топ 10 эмитентов, % 37.54
Количество компаний 56
Изменение цены за день: 1.83% (48.72)

Топ эмитентов

Эмитент Доля, % P/BV P/S P/E EV/Ebitda
Silvergate Capital Corporation 5.15 10.42 42.57 119.74
Ameriprise Financial 4.73 4.79 2.35 19.74 8.75
JPMorgan Chase 4.64 1.91 4.64 17.6
Western Alliance Bancorporation 4.53 2.74 8.5 18.58
SVB 3.13 3.26 7.13 21.64
KKR & Co. Inc. 2.86 2.46 3.52 15.41
Park Hotels & Resorts Inc. 2.79 1.02 6 5.44 -33.67
Raymond James Financial 2.76 2.37 2.2 20.61
Tanger Factory Outlet Centers, Inc. 2.69 4.61 4.29 15.76
Ally Financial Inc. 2.67 1.22 2.89 16.7
Discover Financial Services 2.63 3.13 5.15 27.86
Signature Bank 2.63 2.07 9.82 23.04
First Republic Bank 2.56 2.93 7.96 29.57
Morgan Stanley 2.51 1.58 3.13 12.5

Похожие ETF

Описание Invesco DWA Financial Momentum ETF

This ETF offers exposure to the domestic financial sector, including many of the large Wall Street institutions that can exhibit significant volatility in certain environments. Due to the sector-specific nature of the fund, PFI probably doesn't have a place in long-term, buy-and-hold portfolios; it is more appropriate for use as a tactical overlay or part of a sector rotation strategy. PFI is part of the suite of Intellidex product from PowerShares, meaning that this ETF is linked to an index designed to outperform traditional cap-weighted benchmarks. Those who believe this methodology has the potential to generate excess returns may find PFI to be the ideal way to access the U.S. financials market; those not convinced about the methodology may prefer cheaper ETF options such as XLF or FFL. It should be noted that the methodology of the underlying index has one potential advantage that is unique in the financial sector; PFI does not exhibit nearly the degree of concentration as do ETFs linked to cap-weighted indexes, offering a more balanced way to play the U.S. financial sector (the equal-weighted RKH is another option).