PWB
Invesco Dynamic Large Cap Growth ETFPWB Fund Description
PWB tracks an index that uses a multifactor selection methodology to select 50 large-cap stocks with growth characteristics.
PWB Factset Analytics Insight
PWB is a pure large-cap growth fund, concentrated in just 50 companies based on a 10-factor selection methodology that hunts for growth. Its unusual weighting scheme allocates 50% of the fund's assets equally to the 15 largest companies by market cap and the other 50% equally to the remaining 35 holdings. In addition to making the fund tilt toward the smaller side of the large-cap space, this scheme can also introduce some major sector biases that are liable to change over time. Liquidity is strong for investors of all sizes, trading in decent volumes with small spreads each day, and with excellent underlying liquidity for block trades. PWB's fee is high for a large-cap fund, and tracking is decent but not airtight.
PWB MSCI ESG Analytics Insight
Invesco Dynamic Large Cap Growth ETF has an MSCI ESG Fund Rating of A based on a score of 6.52 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 Dynamic Large Cap Growth ETF ranks in the 77th percentile within its peer group and in the 91st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PWB 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.
PWB Charts And Performance
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
PWB Summary Data
PWB Portfolio Data
PWB Index Data
PWB Portfolio Management
PWB Tax Exposures
PWB Fund Structure
PWB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PWB. PWB is rated a 5 out of 5.
PWB Tradability
PWB Top 10 Holdings[View All]
PWB Performance Statistics
PWB MSCI ESG Ratings
PWB Benchmark Comparison Summary
PWB
PWB Benchmark Comparison Market Cap Size
PWB
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.