PBUS 📈 Invesco PureBeta MSCI USA - Overview
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46138E4614 • Large Blend
PBUS: Large-cap Stocks, Mid-cap Stocks, US Equities
The Invesco PureBeta MSCI USA ETF, listed on BATS under the ticker symbol PBUS, is designed to track the performance of the large- and mid-capitalization segments of the U.S. equity market. To achieve this, the fund invests at least 90% of its total assets in the securities that comprise the underlying index, which is compiled, maintained, and calculated by MSCI Inc. This index provider adheres strictly to its guidelines and mandated procedures to ensure the index accurately reflects the performance of the specified market segments.
The underlying index is a market-capitalization-weighted index, meaning that the securities with the largest market capitalization have a greater influence on the index's performance. This approach allows investors to gain exposure to a broad range of large- and mid-cap companies in the U.S. equity market, providing a diversified portfolio that can help spread risk. The fund's investment strategy is focused on replicating the performance of the underlying index, rather than attempting to outperform it, making it a suitable option for investors seeking a low-cost, index-based investment solution.
As an exchange-traded fund (ETF), the Invesco PureBeta MSCI USA ETF offers investors the benefits of transparency, flexibility, and cost-effectiveness. The fund's holdings are disclosed daily, allowing investors to see exactly what they own, and it can be traded throughout the day, enabling investors to quickly respond to changes in market conditions. With its large blend ETF category classification, this fund is suitable for investors seeking a core holding that can provide broad exposure to the U.S. equity market, while also offering the potential for long-term growth and income.
The fund's domicile is in the United States, and its ISIN is US46138E4614. Investors can access more information about the fund, including its prospectus, holdings, and performance data, by visiting the company's website. By investing in the Invesco PureBeta MSCI USA ETF, investors can gain a diversified portfolio of large- and mid-cap U.S. equities, which can help them achieve their long-term investment objectives, whether that be growth, income, or a combination of both.
Additional Sources for PBUS ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
PBUS ETF Overview
Market Cap in USD | 6,033m |
Category | Large Blend |
TER | 0.04% |
IPO / Inception | 2017-09-22 |
PBUS ETF Ratings
Growth 5y | 83.1% |
Fundamental | - |
Dividend | 52.5% |
Rel. Strength Industry | 1.79 |
Analysts | - |
Fair Price Momentum | 62.08 USD |
Fair Price DCF | - |
PBUS Dividends
Dividend Yield 12m | 0.87% |
Yield on Cost 5y | 1.73% |
Annual Growth 5y | 5.66% |
Payout Consistency | 95.7% |
PBUS Growth Ratios
Growth Correlation 3m | 85.4% |
Growth Correlation 12m | 96.7% |
Growth Correlation 5y | 81.5% |
CAGR 5y | 14.75% |
CAGR/Mean DD 5y | 2.20 |
Sharpe Ratio 12m | 1.57 |
Alpha | 0.56 |
Beta | 1.00 |
Volatility | 23.94% |
Current Volume | 14k |
Average Volume 20d | 57.7k |
As of December 22, 2024, the stock is trading at USD 59.59 with a total of 14,000 shares traded.
Over the past week, the price has changed by -2.01%, over one month by +0.37%, over three months by +4.87% and over the past year by +27.92%.
Yes. Based on ValueRay Analyses, Invesco PureBeta MSCI USA (BATS:PBUS) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 83.07 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PBUS as of December 2024 is 62.08. This means that PBUS is currently overvalued and has a potential downside of 4.18%.
Invesco PureBeta MSCI USA has no consensus analysts rating.
According to ValueRays Forecast Model, PBUS Invesco PureBeta MSCI USA will be worth about 69 in December 2025. The stock is currently trading at 59.59. This means that the stock has a potential upside of +15.84%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 69 | 15.8% |