PBUSInvesco PureBeta MSCI U.S.A. ETF
PBUS Fund Description
PBUS tracks a market-cap-selected and -weighted index of mid and large-cap US stocks.
PBUS Factset Analytics Insight
PBUS is Invesco's entry for traditional market-cap-based exposure to US large- and midcap stocks. It aims to primarily invest at least 90% of its total assets in the component securities of the underlying index. Despite its name, it should be noted that “PureBeta” refers to the market-cap-weighted methodology of the fund’s underlying index, which is reviewed quarterly and rebalanced semi-annually. Its methodology also puts strong emphasis on index liquidity, investability and replicability.
PBUS MSCI ESG Analytics Insight
Invesco PureBeta MSCI U.S.A. ETF has an MSCI ESG Fund Rating of A based on a score of 6.04 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Invesco PureBeta MSCI U.S.A. ETF ranks in the 42nd percentile within its peer group and in the 32nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PBUS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
PBUS Summary Data
PBUS Portfolio Data
PBUS Index Data
PBUS Portfolio Management
PBUS Tax Exposures
PBUS Fund Structure
PBUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PBUS. PBUS is rated a 5 out of 5.
PBUS Sector/Industry Breakdown
PBUS Economic Development
PBUS Performance Statistics
PBUS MSCI ESG Ratings
PBUS Benchmark Comparison Summary
PBUS Benchmark Comparison Market Cap Size