PHDGInvesco S&P 500 Downside Hedged ETF
PHDG Fund Description
PHDG is an actively-managed ETF that allocates its portfolio between S&P 500 equities, VIX Index futures and cash.
PHDG Factset Analytics Insight
PHDG offers decidedly different exposure to US large-caps, although S&P 500 stocks play a starring role in its portfolio. The fund aims to stave off the impact of huge market downturns by holding a security that often spikes up when the S&P plummets: VIX futures. The challenge is that maintaining VIX futures exposure over time is expensive. Still, if the market tanks, PHDG will likely outperform while lagging when markets behave more normally. The bottom line: expect a very different pattern of returns for PHDG versus plain-vanilla funds in the same segment.
PHDG MSCI ESG Analytics Insight
Invesco S&P 500 Downside Hedged ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.68 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 S&P 500 Downside Hedged ETF ranks in the 41st percentile within its peer group and in the 0th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PHDG Summary Data
PHDG Portfolio Data
PHDG Index Data
PHDG Portfolio Management
PHDG Tax Exposures
PHDG Fund Structure
PHDG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PHDG. PHDG is rated a 5 out of 5.
PHDG Sector/Industry Breakdown
PHDG Economic Development
PHDG Performance Statistics
PHDG MSCI ESG Ratings
PHDG Benchmark Comparison Summary
PHDG Benchmark Comparison Market Cap Size