PWC
Invesco Dynamic Market ETFPWC Fund Description
PWC tracks a quant-selected, tier-weighted index covering the entire U.S. equity market.
PWC Factset Analytics Insight
PWC does not aim to provide investors with broad US total market exposure. Instead, it uses a quant methodology focused on growth, value and momentum factors to select and weight stocks. The fund's departure from marketlike exposure is best told by its low Fit score. PWC's top 10 holdings tell a similar story: Names like Apple and Exxon Mobil are replaced by Kroger and Southwest Airlines. While different can be beautiful at times, the fund lagged our benchmark in 2014 despite taking more risk in a rising market. PWC has a long track record and decent asset base, but a high fee, wobbly tracking and lukewarm liquidity drive all-in costs up.
PWC MSCI ESG Analytics Insight
Invesco Dynamic Market ETF has an MSCI ESG Fund Rating of BB based on a score of 3.59 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 Market ETF ranks in the 15th percentile within its peer group and in the 2nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PWC 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.
PWC Charts And Performance
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PWC Portfolio Data
PWC Portfolio Management
PWC Tax Exposures
PWC Fund Structure
PWC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PWC. PWC is rated a 5 out of 5.
PWC Tradability
PWC Sector/Industry Breakdown
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PWC Top 10 Holdings[View All]
PWC Countries
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PWC Regions
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PWC Economic Development
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PWC Performance Statistics
PWC MSCI ESG Ratings
PWC Benchmark Comparison Summary
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PWC Benchmark Comparison Market Cap Size
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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.