PFIG
Invesco Fundamental Investment Grade Corporate Bond ETFPFIG Fund Description
PFIG tracks a fundamental-weighted index of investment-grade corporate bonds available in US markets. Issues are selected and weighted using RAFI scores based on financial statement metrics.
PFIG Factset Analytics Insight
PFIG selects and weights its bonds using bottom-up fundamental metrics. The fund invests in investment-grade corporate bonds rated BBB/Baa and higher by Moody's or S&P. The starting universe begins with all US-based publicly traded corporations that are scored by RAFI using the four fundamental factors (sales, dividends, cash flow and return on assets). Only companies with positive scores are selected. There are two distinct maturity cells (1—5 years and 5—10 years) that the index employs that allow up to two bonds per issuer. The issues are weighted proportionally to a company’s RAFI score. The index is reconstituted monthly and rebalanced annually for new RAFI scores.
PFIG MSCI ESG Analytics Insight
Invesco Fundamental Investment Grade Corporate Bond ETF has an MSCI ESG Fund Rating of A based on a score of 6.71 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 Fundamental Investment Grade Corporate Bond ETF ranks in the 66th percentile within its peer group and in the 73th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PFIG Summary Data
PFIG Portfolio Data
PFIG Index Data
PFIG Portfolio Management
PFIG Tax Exposures
PFIG Fund Structure
PFIG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PFIG. PFIG is rated a N/A out of 5.
PFIG Tradability
PFIG Sector/Industry Breakdown
PFIG
PFIG Top 10 Holdings[View All]
PFIG Top 5 Countries
PFIG
PFIG Top 5 Currencies
PFIG
PFIG Performance Statistics
PFIG MSCI ESG Ratings
PFIG Holdings Statistics
PFIG Avg Life Maturity Distribution
PFIG OAS Breakdown
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
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.