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

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%.
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%.
Is PFI a buy, sell or hold?
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%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 64 11%