PFI 📈 Invesco DWA Financial - Overview
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US73935X3778 • Financial
PFI: Banks, Insurance, Investment, Services, Brokers
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of at least 30 securities of companies in the financials sector that have powerful relative strength or momentum characteristics. ‣ Company URL: http://www.invesco.com/us ‣ Domicile: United States
Additional Sources for PFI ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
PFI ETF Overview
Market Cap in USD | 82m |
Category | Financial |
TER | 0.60% |
IPO / Inception | 2006-10-12 |
PFI ETF Ratings
Growth 5y | 52.4% |
Fundamental | - |
Dividend | 50.5% |
Rel. Strength Industry | -3.47 |
Analysts | - |
Fair Price Momentum | 57.32 USD |
Fair Price DCF | - |
PFI Dividends
Dividend Yield 12m | 1.29% |
Yield on Cost 5y | 2.11% |
Annual Growth 5y | 18.54% |
Payout Consistency | 89.5% |
PFI Growth Ratios
Growth Correlation 3m | 70.5% |
Growth Correlation 12m | 96.4% |
Growth Correlation 5y | 53% |
CAGR 5y | 10.32% |
CAGR/Mean DD 5y | 0.65 |
Sharpe Ratio 12m | 1.24 |
Alpha | 2.48 |
Beta | 1.12 |
Volatility | 42.89% |
Current Volume | 1.5k |
Average Volume 20d | 5.4k |
What is the price of PFI stocks?
As of December 22, 2024, the stock is trading at USD 57.63 with a total of 1,500 shares traded.
Over the past week, the price has changed by -5.97%, over one month by -7.98%, over three months by +2.15% and over the past year by +27.68%.
As of December 22, 2024, the stock is trading at USD 57.63 with a total of 1,500 shares traded.
Over the past week, the price has changed by -5.97%, over one month by -7.98%, over three months by +2.15% and over the past year by +27.68%.
Is Invesco DWA Financial a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Invesco DWA Financial (NASDAQ:PFI) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 52.37 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PFI as of December 2024 is 57.32. This means that PFI is currently overvalued and has a potential downside of -0.54%.
Partly, yes. Based on ValueRay Analyses, Invesco DWA Financial (NASDAQ:PFI) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 52.37 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PFI as of December 2024 is 57.32. This means that PFI is currently overvalued and has a potential downside of -0.54%.
Is PFI a buy, sell or hold?
Invesco DWA Financial has no consensus analysts rating.
Invesco DWA Financial has no consensus analysts rating.
What are the forecast for PFI stock price target?
According to ValueRays Forecast Model, PFI Invesco DWA Financial will be worth about 64 in December 2025. The stock is currently trading at 57.63. This means that the stock has a potential upside of +11%.
According to ValueRays Forecast Model, PFI Invesco DWA Financial will be worth about 64 in December 2025. The stock is currently trading at 57.63. This means that the stock has a potential upside of +11%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 64 | 11% |