PUIInvesco DWA Utilities Momentum ETF
PUI Fund Description
PUI tracks an index of U.S. utilities firms selected and weighted by price momentum.
PUI Factset Analytics Insight
PUI provides an alternate — technical - take on US utilities firms. It follows a Dorsey-Wright relative strength index that selects and weights stocks by price momentum. The fund reaches beyond our definition of US utility companies. Its concentrated, momentum-based portfolio actually carries lower market risk than our benchmark. Overall, PUI is a valid alternative to vanilla US utilities exposure. The fund uses a full replication indexing strategy, meaning PUI will generally invest in all of the stocks of the underlying index and in proportion to the weightings. Investors should consider all-in costs of holding the fund. The fund is reconstituted and rebalanced quarterly.
PUI MSCI ESG Analytics Insight
Invesco DWA Utilities Momentum ETF has an MSCI ESG Fund Rating of AA based on a score of 8.27 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 Utilities Momentum ETF ranks in the 94th percentile within its peer group and in the 90th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PUI 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.
PUI Summary Data
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PUI Portfolio Management
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PUI Fund Structure
PUI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PUI. PUI is rated a 4 out of 5.
PUI Sector/Industry Breakdown
PUI Economic Development
PUI Performance Statistics
PUI MSCI ESG Ratings
PUI Benchmark Comparison Summary
PUI Benchmark Comparison Market Cap Size