PDP
Invesco DWA Momentum ETFPDP Fund Description
PDP tracks an index of 100 US-listed large- and midcap companies selected and weighted by relative stock performance.
PDP Factset Analytics Insight
PDP picks 100 stocks from a universe of large- and midcap US names using relative performance at the firm and industry level. PDP captures momentum—and departs radically from marketlike exposure—with a proprietary, rules-based set of factors emphasizing observable market behavior, rather than fundamental analysis. PDP has a pronounced tilt to midcaps and makes real sector bets. As it says on the label, PDP fully embraces momentum, for better or worse. The fund uses a full replication indexing strategy, meaning PDP will generally invest in all of the stocks of the underlying index and in proportion to the weightings. Investors should consider all-in costs of holding the fund. The fund is reconstituted and rebalanced quarterly.
PDP MSCI ESG Analytics Insight
Invesco DWA Momentum ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.28 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 DWA Momentum ETF ranks in the 31st percentile within its peer group and in the 14th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PDP 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.
PDP Summary Data
PDP Portfolio Data
PDP Index Data
PDP Portfolio Management
PDP Tax Exposures
PDP Fund Structure
PDP Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PDP. PDP is rated a 5 out of 5.
PDP Tradability
PDP Sector/Industry Breakdown
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PDP Top 10 Holdings[View All]
PDP Countries
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PDP Regions
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PDP Economic Development
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PDP Performance Statistics
PDP MSCI ESG Ratings
PDP Benchmark Comparison Summary
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PDP Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.