(PRFZ) Invesco FTSE RAFI US 1500 - Ratings and Ratios

The Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ: PRFZ) is designed to provide exposure to small- and medium-sized U.S. companies, leveraging the FTSE RAFI (Research Affiliates Fundamental Indexation) methodology. This approach weights companies based on four fundamental metrics: book value, cash flow, sales, and dividends, rather than traditional market-capitalization weighting.

The fund typically invests at least 90% of its total assets in securities that comprise the underlying FTSE RAFI US 1500 Index. This index includes approximately 1,500 common stocks, offering a diversified portfolio of small- and mid-cap U.S. companies. The RAFI methodology aims to capture the performance of firms with strong fundamental characteristics, potentially reducing exposure to overvalued companies that may dominate market-cap-weighted indices.

As of the latest data, the ETF has an AUM of $2.632 billion, making it a sizable player in the small-blend ETF category. It is domiciled in the United States and is listed on the NASDAQ exchange under the ticker symbol PRFZ. Investors interested in this fund should consider its unique weighting approach, which may provide diversification benefits and potentially lower volatility compared to traditional market-cap-weighted small- and mid-cap ETFs.

For more information, visit the funds issuer website at http://www.invesco.com/us.