PRF
Invesco FTSE RAFI U.S. 1000 ETFPRF Fund Description
PRF tracks a fundamentally weighted index of 1,000 of the largest US companies selected based on their fundamentals.
PRF Factset Analytics Insight
One of the most established fundamentally-weighted ETFs, PRF rejects the idea of measuring firm size by market cap. Instead, it holds stocks in large companies chosen and weighted by book value, cash flow, sales and dividends. For many it’s the embodiment of the Research Affiliates (RAFI) approach. While not a classic value fund, PRF breaks the link between the price of a stock and its weight in the portfolio, aiming to hold stocks in proportion to firm size without overweighting the priciest stocks. At rebalance, the fund dials back allocations to winners and tops up losers, showing its contrarian side. With about 1,000 holdings and alternative weighting, PRF dips into midcap territory as we define it; however, it typically avoids increased risk as measured by beta.PRF charges a slightly high fee but tracks its index well. The fund has ample liquidity for allocators, a very large asset base and a long track record. These attributes combined with its quietly radical alternative weighting land PRF on the Opportunities List.
PRF MSCI ESG Analytics Insight
Invesco FTSE RAFI U.S. 1000 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.63 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 FTSE RAFI U.S. 1000 ETF ranks in the 50th percentile within its peer group and in the 28th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PRF 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.
PRF Charts And Performance
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PRF Summary Data
PRF Portfolio Data
PRF Index Data
PRF Portfolio Management
PRF Tax Exposures
PRF Fund Structure
PRF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PRF. PRF is rated a 5 out of 5.
PRF Tradability
PRF Top 10 Holdings[View All]
PRF Performance Statistics
PRF MSCI ESG Ratings
PRF Benchmark Comparison Summary
PRF
PRF Benchmark Comparison Market Cap Size
PRF
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