ISDX Invesco RAFI Strategic Developed ex-US ETF
ISDX Fund Description
ISDX tracks an index of large firms in developed markets, ex-US. Stocks are selected by fundamental and quality metrics and weighted by firm size.
ISDX Factset Analytics Insight
ISDX offers two main distinctions in its exposure to stocks from large firms in developed markets outside the US. First, it ignores market cap as the primary means of determining whether a company is large or small. Instead, it ranks by fundamental metrics: revenue, operating cash flow, dividends & buybacks, and book value. Second, ISDX screens for quality, using the current levels and historical growth of sales/assets. The fund is weighted by the same fundamental size metrics used in selection. As such, it will take a somewhat contrarian approach relative to cap-weighted funds: During the annual June rebalance, it will take profits from gainers and top up losers. The fund issuer, Invesco, also provides the index.
ISDX Summary Data
ISDX Portfolio Data
ISDX Index Data
ISDX Portfolio Management
ISDX Tax Exposures
ISDX Fund Structure
ISDX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ISDX. ISDX is rated a 5 out of 5.
ISDX Sector/Industry Breakdown
ISDX Top 10 Holdings[View All]
ISDX Economic Development
ISDX Performance Statistics
ISDX Benchmark Comparison Summary
ISDX Benchmark Comparison Market Cap Size