PEZ
Invesco DWA Consumer Cyclicals Momentum ETFPEZ Fund Description
PEZ tracks an index of U.S. consumer cyclical firms selected and weighted by price momentum.
PEZ Factset Analytics Insight
PEZ follows a Dorsey-Wright relative strength index that selects and weights US consumer cyclical stocks by price momentum. It makes some major sector bets relative to our benchmark, especially with a massive underweighting to media and a heavy overweighting to leisure products. The portfolio also tilts small, with a growth bias and somewhat higher risk. Liquidity is somewhat underwhelming, with low daily trading volume and significant average spreads. Larger investors won't have too much trouble dealing in bulk thanks to PEZ's liquid basket. The fund charges a steep expense ratio for its segment, and real costs are likely to be higher still thanks to loose tracking. While closure risk is low, PEZ has not attracted a ton of investor interest, even after a 2014 methodology change.
PEZ MSCI ESG Analytics Insight
Invesco DWA Consumer Cyclicals Momentum ETF has an MSCI ESG Fund Rating of BB based on a score of 3.91 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 Consumer Cyclicals Momentum ETF ranks in the 17th percentile within its peer group and in the 22nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PEZ 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.
PEZ Charts And Performance
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PEZ Summary Data
PEZ Portfolio Data
PEZ Index Data
PEZ Portfolio Management
PEZ Tax Exposures
PEZ Fund Structure
PEZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PEZ. PEZ is rated a 4 out of 5.
PEZ Tradability
PEZ Sector/Industry Breakdown
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PEZ Top 10 Holdings[View All]
PEZ Countries
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PEZ Regions
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PEZ Economic Development
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PEZ Performance Statistics
PEZ MSCI ESG Ratings
PEZ Benchmark Comparison Summary
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PEZ Benchmark Comparison Market Cap Size
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