PFM
Invesco Dividend Achievers ETFPFM Fund Description
PFM tracks a market-cap-weighted index of dividend-paying US companies that have increased their annual dividends for 10 or more consecutive years.
PFM Factset Analytics Insight
PFM offers a broad dividend growth portfolio in an ETF that's not particularly cheap to hold. As with competing fund VIG, firms must have increased their annual dividends for 10 consecutive years to merit inclusion. PFM tracks a similar but more inclusive Nasdaq index than that tracked by VIG—one that allows LPs and REITs, which may explain PFM's edge in yield. PFM's selection process produces major sector tilts—toward consumer non-cyclicals and away from tech (many tech giants haven't paid dividends long enough to make the cut). Comparisons to VIG diverge on costs: PFM charges a significantly higher fee and is markedly more expensive to trade on a retail basis, though spreads are still reasonable and block trades are straightforward. But with a fee that's many times what VIG charges, investors here need to love PFM's more diverse, higher-yielding exposure.
PFM MSCI ESG Analytics Insight
Invesco Dividend Achievers ETF has an MSCI ESG Fund Rating of A based on a score of 5.83 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 Dividend Achievers ETF ranks in the 63th percentile within its peer group and in the 80th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PFM 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.
PFM Charts And Performance
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PFM Portfolio Data
PFM Portfolio Management
PFM Tax Exposures
PFM Fund Structure
PFM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PFM. PFM is rated a 5 out of 5.
PFM Tradability
PFM Sector/Industry Breakdown
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PFM Top 10 Holdings[View All]
PFM Countries
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PFM Regions
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PFM Economic Development
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PFM Performance Statistics
PFM MSCI ESG Ratings
PFM Benchmark Comparison Summary
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PFM Benchmark Comparison Market Cap Size
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