PowerShares Buyback Achievers (PKW)

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49.08 +0.47  +0.97% NYSE Arca Jul 1, 5:01PM Delayed 2m USD
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PKW Description

PowerShares Buyback Achievers is a long only equity fund managed by PowerShares that tracks the NASDAQ US Buyback Achievers TR USD index and has 2.899B USD assets under management. It has an forecasted dividend yield of 1.70%, a forecasted PE ratio of 16.66, and a forecasted price to book value of 2.739. The fund has a net expense ratio of 0.68%, turns over its positions 68.00% per year, and is traded on the New York Stock Exchange Arca.

PKW Key Info

Expense Ratio (8-29-14) 0.68%
Assets Under Management (6-30-15) 2.899B
30-Day Average Volume (6-30-15) 243490.0
Net Asset Value (6-29-15) 48.37
Discount or Premium to NAV (6-29-15) 0.04%
Turnover Ratio (4-30-15) 68.00%

PKW Asset Allocation

Type % Net % Long % Short
Cash 0.37% 0.37% 0.00%
Stock 99.63% 99.63% 0.00%
Bond 0.00% 0.00% 0.00%
Convertible 0.00% 0.00% 0.00%
Preferred 0.00% 0.00% 0.00%
Other 0.00% 0.00% 0.00%
As of June 29, 2015

PKW Region Exposure

Americas 99.79%
North America 99.79%
Latin America 0.00%
Greater Europe 0.00%
United Kingdom 0.00%
Europe Developed 0.00%
Europe Emerging 0.00%
Africa/Middle East 0.00%
Greater Asia 0.21%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.00%
Asia Emerging 0.21%
Market Classification
% Developed Markets 99.79%
% Emerging Markets 0.21%
As of June 26, 2015
Region breakdown data is calculated by using the long position holdings of the portfolio.

PKW Stock Sector Exposure

Basic Materials 6.62%
Communication Services 0.21%
Consumer Cyclical 29.13%
Consumer Defensive 3.45%
Energy 5.85%
Financial Services 10.35%
Healthcare 8.23%
Industrials 17.63%
Real Estate 0.40%
Technology 17.82%
Utilities 0.30%
As of June 29, 2015

PKW Stock Market Capitalization

Giant 19.60%
Large 48.37%
Medium 24.99%
Small 5.27%
Micro 1.41%
As of June 29, 2015
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PKW Top 10 Holdings

Name % Weight Price % Chg
International Business Machines Corp 5.18% 164.57 +1.17%
Apple Inc 5.11% 126.54 +0.89%
Home Depot Inc 4.97% 112.10 +0.87%
Boeing Co 4.35% 140.74 +1.46%
Time Warner Inc 3.22% 88.35 +1.08%
Express Scripts Holding Co 2.90% 89.71 +0.87%
Lowe's Companies Inc 2.88% 67.25 +0.42%
Monsanto Co 2.24% 107.73 +1.07%
FedEx Corp 2.18% 169.74 -0.39%
General Dynamics Corp 2.10% 143.17 +1.04%
As of June 29, 2015
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PKW Basic Info

Style
Equity Style Large Cap/Blend
Broad Asset Class US Equity
Broad Category Equity
Prospectus Objective Specialty - Unaligned
Fund Owner Firm Name PowerShares
Benchmark Index
NASDAQ US Buyback Achievers TR USD 100.0%

PKW Manager Info

Name Tenure
Brian Picken 4.59 yrs
Michael Jeanette 6.59 yrs
Peter Hubbard 7.84 yrs
Theodore Samulowitz 1.59 yrs
Tony Seisser 0.59 yrs

PKW Risk Info

Beta 0.9635
Max Drawdown (All) 55.55%
Historical Sharpe (10y) --
Historical Sortino (All) 1.030
30-Day Rolling Volatility 10.78%
Daily Value at Risk (VaR) 1% (All) 3.86%
Monthly Value at Risk (VaR) 1% (All) 17.54%

PKW Fundamentals

Dividend Yield TTM (7-1-15) 1.04%
Weighted Average PE Ratio 15.78
Weighted Average Price to Sales Ratio 1.328
Weighted Average Price to Book Ratio 3.029
Weighted Median ROE 29.05%
Weighted Median ROA 8.61%
Forecasted Dividend Yield 1.70%
Forecasted PE Ratio 16.66
Forecasted Price to Sales Ratio 1.231
Forecasted Price to Book Ratio 2.739
Number of Holdings 213
As of June 29, 2015

PKW Growth Estimates

Forecasted 5 Yr Earnings Growth 10.24%
Forecasted Book Value Growth 3.21%
Forecasted Cash Flow Growth 6.34%
Forecasted Earnings Growth 12.52%
Forecasted Revenue Growth 6.87%
As of June 29, 2015

PKW Performance

  Returns Total Returns
1M -0.51% -0.17%
3M -1.23% -0.89%
6M 1.55% 2.00%
1Y 9.43% 10.59%
3Y 72.63% 77.93%
5Y 146.9% 158.7%
As of June 29, 2015

PKW Net Flows

1M -27.26M
3M 57.63M
6M 151.59M
YTD 171.58M
1Y -288.02M
3Y 2.114B
5Y 2.208B
As of May 31, 2015

PKW Attributes

Key Dates
Inception Date 12/20/2006
Last Annual Report Date 4/30/2014
Last Prospectus Date 8/29/2014
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
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