Invesco Bloomberg Analyst Rating Imp ETF (UPGD)
64.20
-0.01
(-0.02%)
USD |
NYSEARCA |
May 01, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.40% | -0.07% | 110.69M | 4139.30 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.34% | 104.0% | -21.84M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to track the investment results (before fees and expenses) of the Bloomberg ANR Improvers Index. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations (“ANR”), an affiliate of the index provider. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Blend |
Category Index | Russell Mid Cap TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Invesco |
Prospectus Benchmark Index | |
Bloomberg ANR Improvers TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Michael Jeanette | 5.98 yrs |
Peter Hubbard | 5.98 yrs |
Tony Seisser | 5.98 yrs |
Pratik Doshi | 3.59 yrs |
Performance Versus Category
As of May 01, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 01, 2024.
Basic Info
Investment Strategy | |
The investment seeks to track the investment results (before fees and expenses) of the Bloomberg ANR Improvers Index. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations (“ANR”), an affiliate of the index provider. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Blend |
Category Index | Russell Mid Cap TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Invesco |
Prospectus Benchmark Index | |
Bloomberg ANR Improvers TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Michael Jeanette | 5.98 yrs |
Peter Hubbard | 5.98 yrs |
Tony Seisser | 5.98 yrs |
Pratik Doshi | 3.59 yrs |