PTF
Invesco DWA Technology Momentum ETFPTF Fund Description
PTF tracks an index of U.S. tech firms selected and weighted by price momentum.
PTF Factset Analytics Insight
PTF continues to provide an alternate take on US technology firms following a 2014 index change. The new incarnation follows a Dorsey-Wright relative strength index that selects and weights stocks by price momentum in an effort to outperform the broad market. This momentum-based take can swing the fund far from neutral exposure, with major sector bets and even sizeable allocations outside the traditional tech sphere. The fund carries a much lower average market cap compared to the broad market, and attendant risk is elevated as a result. PTF isn't really a trader's fund, with somewhat weak daily volume, but it can be traded fairly if care is taken with its spreads. Underlying liquidity is very good for creation / redemption. PTF charges a very high fee compared to more vanilla peers, but it's more reasonable if you compare it to other specialist funds with unusual methodologies. That said, tracking can be loose and holding costs tend to skew a bit high.
PTF MSCI ESG Analytics Insight
Invesco DWA Technology Momentum ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.04 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 DWA Technology Momentum ETF ranks in the 43th percentile within its peer group and in the 32nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PTF 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.
PTF Charts And Performance
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PTF Portfolio Data
PTF Index Data
PTF Portfolio Management
PTF Tax Exposures
PTF Fund Structure
PTF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PTF. PTF is rated a 5 out of 5.
PTF Tradability
PTF Sector/Industry Breakdown
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PTF Top 10 Holdings[View All]
PTF Countries
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PTF Regions
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PTF Economic Development
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PTF Performance Statistics
PTF MSCI ESG Ratings
PTF Benchmark Comparison Summary
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PTF Benchmark Comparison Market Cap Size
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