PEJ
Invesco Dynamic Leisure and Entertainment ETFPEJ Fund Description
PEJ tracks a multifactor, tiered equal-weighted index of U.S. entertainment and leisure industry stocks.
PEJ Factset Analytics Insight
PEJ tries to pick winning stocks rather than deliver a market-cap-weighted basket that reflects the industry. Its stock selection process is a bit opaque beyond the broad descriptions of its screens: fundamental, timeliness, valuation and risk. PEJ holds about 30 stocks, many more than the 10 or so in our narrow benchmark. Some might see value in this diversification, which mitigates single-stock risk, while others might see a lack of focus. Either way, many of these 'extra' stocks are restaurant chains, which our benchmark excludes from the leisure & entertainment industry. By firm size, the fund tilts significantly away from large-caps. The resulting portfolio has lagged our benchmark over the past 12 months. PEJ isn't cheap to hold but can be fairly traded with care.
PEJ MSCI ESG Analytics Insight
Invesco Dynamic Leisure and Entertainment ETF has an MSCI ESG Fund Rating of BB based on a score of 3.80 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 Dynamic Leisure and Entertainment ETF ranks in the 17th percentile within its peer group and in the 9th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PEJ 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.
PEJ CHARTS AND PERFORMANCE
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PEJ Portfolio Data
PEJ Index Data
PEJ Portfolio Management
PEJ Tax Exposures
PEJ Fund Structure
PEJ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PEJ. PEJ is rated a 3 out of 5.
PEJ Tradability
PEJ Sector/Industry Breakdown
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PEJ TOP 10 HOLDINGS[View All]
PEJ Countries
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PEJ Regions
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PEJ Economic Development
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PEJ Performance Statistics
PEJ MSCI ESG Ratings
PEJ BENCHMARK COMPARISON SUMMARY
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PEJ BENCHMARK COMPARISON MARKET CAP SIZE
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