PFM
Invesco Dividend Achievers ETFPFM Fund Description
The Invesco Dividend Achievers Portfolio ETF 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
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 20, 2018 the Invesco Dividend Achievers ETF MSCI ESG Fund Quality Score is 5.53 out of 10.
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. PFM ranks in the 77th percentile within its peer group and in the 51st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
PFM CHARTS AND PERFORMANCE
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PFM Top 10 Countries
PFM Top 10 Sectors
PFM Top 10 Holdings [View All]
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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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.