PTH

PowerShares DWA Healthcare Momentum Portfolio
LAST TRADECHANGE (%)VOLUME
$54.38-- (--)7.15K
4:00:00 p.m. (ET) 02/27/2017
BID SIZEBID ($)ASK ($)ASK SIZE
1,00053.5254.002,000

Overall Rating

B

28
as of 02/27/17

Rating Details

90
66
28
Segment Average
  • Overview
  • Efficiency
  • Tradability
  • Fit

PTH Fund Description

The PowerShares DWA Healthcare Momentum Portfolio tracks an index of U.S. healthcare firms selected and weighted by price momentum.

PTH FactSet Analytics Insight

PTH provides an alternate take on UStilts small, and carries considerably more risk healthcare firms, with a lot of emphasis on the biotech and research sector compared to our more pharma and provider-focused neutral benchmark. PTH has been around for over a decade, but changed indexes in 2014 to adopt a momentum-weighted Dorsey-Wright relative strength index. This has contributed to the fund's sharp pivot away from neutral segment exposure toward growth sectors. Unsurprisingly, the fund tilts small, and carries considerably more risk. It's not much of a trader's fund, with lukewarm volume and big spreads. The story is better for institutional investors, who will find plenty of underlying liquidity for block execution. The news isn't great from an Efficiency standpoint: even for a segment specialist fund, PTH charges a high fee and real costs are even higher thanks to laggy tracking. Overall, PTH offers a different, growth-focused take on healthcare, but investors should note that it's often expensive to trade and expensive to hold.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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PTH Top 10 Countries

PTH Top 10 Sectors

PTH Top 10 Holdings View All

PTH Summary Data

10/12/06
Open-Ended Fund
0.60%
$60.81 M
$293.99 K
0.29%

PTH Portfolio Data

$12.67 B
-163.32
6.15
0%
03/17/17
44

PTH Index Data

DWA Healthcare Technical Leaders Index
Momentum
Momentum
Thomson Reuters US Healthcare

Related ETFs to PTH

XLV, VHT, IYH, FHLC, PSCH
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

PTH Portfolio Management

0.60%
-0.80%
-0.75%
-0.89%

PTH Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

PTH Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
ASKS----
10054.15
2,00054.02
2,00054.01
2,00054.00
BIDS1,00053.52
1,50053.51
1,00053.44
----
----
LAST 10 TRADES
TIMEPRICESHARES
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Bats BZX Real-time Quote - 09:35:15
Average Spread
Premium/Discount
Volume

PTH FactSet Analytics Block Liquidity

As of 02/27/17
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of PTH. PTH is rated a 4 out of 5.

PTH Tradability

5,862
$293.99 K
5,634
$279.22 K
0.29%
$0.15
-0.06%
0.46% / -0.62%
None
100.00%
50,000
0.11
0.02%
0.27%
0
$53.11
4

PTH Performance Statistics

0.64
1.30
1.19
1.40
0.88%
Thomson Reuters US Healthcare