RYJInvesco Raymond James SB-1 Equity ETF
RYJ Fund Description
The Invesco Raymond James SB-1 Equity ETF tracks an equal-weighted index of U.S.-listed stocks expected by analysts to achieve 15% total return and outperform S&P 500 over the next 6 to 12 months.
RYJ Factset Analytics Insight
RYJ's index aims high. It selects stocks that analysts believe will achieve 15% returns and beat the S&P 500 over the next 12 months. While the index uses the S&P 500 as a benchmark, it draws from a larger universe. In fact, the fund currently holds small- and micro-caps at roughly 50% of the portfolio combined. The portfolio's skew away from large-caps gives it higher risk measured by beta. RYJ's basket doesn't come cheap. Its fee is among the highest in the segment and trading costs will tack on a bit more. Still, the fund has a decent asset base and a long track record.
RYJ MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 17, 2018 the Invesco Raymond James SB-1 Equity ETF MSCI ESG Fund Quality Score is 3.98 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. RYJ ranks in the 29th percentile within its peer group and in the 9th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
RYJ CHARTS AND PERFORMANCE
RYJ Top 10 Countries
RYJ Top 10 Sectors
RYJ Top 10 Holdings [View All]
RYJ Summary Data
RYJ Portfolio Data
RYJ Index Data
RYJ Portfolio Management
RYJ Tax Exposures
RYJ Fund Structure
RYJ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RYJ. RYJ is rated a 4 out of 5.
RYJ Sector/Industry Breakdown
RYJ TOP 10 HOLDINGS[View All]
RYJ Economic Development
RYJ Performance Statistics
RYJ MSCI ESG Ratings
RYJ BENCHMARK COMPARISON SUMMARY
RYJ BENCHMARK COMPARISON MARKET CAP SIZE