PFI
Invesco DWA Financial Momentum ETFPFI Fund Description
PFI tracks an index of U.S. financial firms selected and weighted by price momentum.
PFI Factset Analytics Insight
PFI changed its tune in February 2014 but continues to provide an alternate take on US financial firms. The old version of the fund used a multi-factor selection method coupled with a tiered equal-weighting scheme that produced a vastly different portfolio than our neutral benchmark. The new incarnation follows a Dorsey-Wright relative strength index that selects and weights stocks by price momentum. We expect the new portfolio to perform very differently both from its old index and from our cap-weighted sector benchmark. Perhaps the change in strategy will boost the fund’s modest asset base. While the fund’s approach has changed completely, one constant is high cost. PFI still charges a high fee and isn’t cheap to trade.
PFI MSCI ESG Analytics Insight
Invesco DWA Financial Momentum ETF has an MSCI ESG Fund Rating of BB based on a score of 4.13 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 Financial Momentum ETF ranks in the 21st percentile within its peer group and in the 30th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PFI CHARTS AND PERFORMANCE
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PFI Top 10 Countries
PFI Top 10 Sectors
PFI Top 10 Holdings [View All]
PFI Portfolio Data
PFI Index Data
PFI Portfolio Management
PFI Tax Exposures
PFI Fund Structure
PFI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PFI. PFI is rated a 5 out of 5.
PFI Tradability
PFI Sector/Industry Breakdown
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PFI TOP 10 HOLDINGS[View All]
PFI Countries
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PFI Regions
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PFI Economic Development
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PFI Performance Statistics
PFI MSCI ESG Ratings
PFI BENCHMARK COMPARISON SUMMARY
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PFI 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.