RYJInvesco Raymond James SB-1 Equity ETF
RYJ Fund Description
RYJ tracks an equal-weighted index of US-listed equities expected by Raymond James analysts to outperform the S&P 500 over the next 6-12 months.
RYJ Factset Analytics Insight
RYJ selects US-listed stocks with a Strong-Buy 1 (SB-1) rating — the highest rating as per Raymond James analysts using proprietary equity research. SB-1 securities are believed to achieve higher returns over the short-term horizon. The fund draws from a large universe that includes companies of all market capitalizations across various industry groups including common stocks, ADRs, REITs, MLPs and BDCs. The index constituents are rebalanced twice monthly and reconstituted annually in December. The fund underwent reorganizations but the strategy is the same. From Sep. 3, 2008 - May 18, 2018, RYJ was Guggenheim Raymond James SB-1 Equity ETF. Prior to Sep. 3, 2008, the fund was Claymore/Raymond James SB-1 Equity Fund.
RYJ MSCI ESG Analytics Insight
Invesco Raymond James SB-1 Equity ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.46 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 Raymond James SB-1 Equity ETF ranks in the 19th percentile within its peer group and in the 13th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RYJ 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.
RYJ Summary Data
RYJ Portfolio Data
RYJ Index Data
RYJ Portfolio Management
RYJ Tax Exposures
RYJ Fund Structure
RYJ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RYJ. RYJ is rated a 4 out of 5.
RYJ Sector/Industry Breakdown
RYJ Top 10 Holdings[View All]
RYJ Economic Development
RYJ Performance Statistics
RYJ MSCI ESG Ratings
RYJ Benchmark Comparison Summary
RYJ Benchmark Comparison Market Cap Size