PSR
Invesco Active U.S. Real Estate ETFPSR Fund Description
PSR is an actively managed fund. ETF managers select US REITs in an attempt to outperform the market.
PSR Factset Analytics Insight
PSR is the only actively managed US real estate ETF. The fund’s manager aims for outperformance, using proprietary quantitative metrics to select holdings from a broad FTSE REIT index. Despite its black-box inner workings, the fund’s portfolio looks a lot like the market—similar to what an index-tracking fund would provide. Accordingly, PSR's performance has aligned closely with our benchmark. While the fund is one of the less expensive options in the segment—a feat, given its active strategy—it still charges several times more than some index-based competitors. Investors should question whether PSR’s higher fee is worth it given the index-like performance. Viability is also a concern, as the fund’s assets are low and retail liquidity is lukewarm at best.
PSR MSCI ESG Analytics Insight
Invesco Active U.S. Real Estate ETF has an MSCI ESG Fund Rating of BB based on a score of 3.70 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 Active U.S. Real Estate ETF ranks in the 16th percentile within its peer group and in the 33th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PSR 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.
PSR Charts And Performance
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PSR Portfolio Data
PSR Index Data
PSR Portfolio Management
PSR Tax Exposures
PSR Fund Structure
PSR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PSR. PSR is rated a 5 out of 5.
PSR Tradability
PSR Sector/Industry Breakdown
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PSR Top 10 Holdings[View All]
PSR Countries
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PSR Regions
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PSR Economic Development
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PSR Performance Statistics
PSR MSCI ESG Ratings
PSR Benchmark Comparison Summary
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PSR Benchmark Comparison Market Cap Size
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