PWVInvesco Dynamic Large Cap Value ETF
PWV Fund Description
PWV tracks the Dynamic Large Cap Value Intellidex Index. The index selects its holdings using a 10-factor style isolation process and uses a tiered weighting scheme.
PWV Factset Analytics Insight
PWV's quant-based take on the US large-cap value space tries to outperform the market. The proprietary selection methodology uses 10-factors that attempts to screen for companies with the greatest capital appreciation potential. The factors goes into a systematic isolation process to segregate companies into their appropriate investment style. Its tiered 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. The resulting portfolio maintains a tight, concentrated focus on large-caps and ignores midcaps. PWV's methodology means that sector biases are present and may change over time. The Index is rebalanced and reconstituted quarterly starting each February.
PWV MSCI ESG Analytics Insight
Invesco Dynamic Large Cap Value ETF has an MSCI ESG Fund Rating of A based on a score of 6.81 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 Value ETF ranks in the 75th percentile within its peer group and in the 90th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PWV 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.
PWV Summary Data
PWV Portfolio Data
PWV Index Data
PWV Portfolio Management
PWV Tax Exposures
PWV Fund Structure
PWV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PWV. PWV is rated a 5 out of 5.
PWV Sector/Industry Breakdown
PWV Economic Development
PWV Performance Statistics
PWV MSCI ESG Ratings
PWV Benchmark Comparison Summary
PWV Benchmark Comparison Market Cap Size