(PWB) Invesco Dynamic Large Cap - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46137V7468 • Large Growth

PWB: Technology, Finance, Consumer Goods, Healthcare, Industrials

The Invesco Dynamic Large Cap Growth ETF (PWB) is designed to track the performance of 50 large-capitalization U.S. stocks with strong growth potential. The fund invests at least 90% of its total assets in securities that replicate its underlying index, which is constructed to emphasize capital appreciation. The index provider selects these stocks based on a variety of growth metrics, such as revenue growth, earnings growth, and other fundamental factors that indicate a companys potential for long-term expansion. This approach aims to capture the upside of large-cap growth stocks while maintaining a diversified portfolio.

As of the latest data, the fund has an AUM of over $1 billion USD, making it a sizable player in the ETF space. It focuses exclusively on U.S. equities, and its holdings are concentrated in the large-cap segment, which typically offers a balance between growth and stability. The ETF is listed on the NYSE ARCA under the ticker symbol PWB, and it falls under the Large Growth category. While traditional valuation metrics like P/E, P/B, and P/S are not emphasized in its selection process, investors may still find value in its dynamic approach to identifying growth opportunities.

For investors and fund managers, PWB offers exposure to a curated list of large-cap growth stocks, which can be a valuable addition to a portfolio seeking to capitalize on the growth potential of established U.S. companies. The funds structure and index methodology make it a tool for those looking to align their investments with the growth trends in the large-cap segment of the market. Additional details about the fund can be found on Invescos official website at http://www.invesco.com/us.

Additional Sources for PWB ETF

PWB ETF Overview

Market Cap in USD 915m
Category Large Growth
TER 0.56%
IPO / Inception 2005-03-03

PWB ETF Ratings

Growth 5y 81.6%
Fundamental -
Dividend 16.8%
Rel. Strength Industry -0.3
Analysts -
Fair Price Momentum 94.10 USD
Fair Price DCF -

PWB Dividends

Dividend Yield 12m 0.09%
Yield on Cost 5y 0.21%
Annual Growth 5y -10.37%
Payout Consistency 76.2%

PWB Growth Ratios

Growth Correlation 3m -3.9%
Growth Correlation 12m 89.8%
Growth Correlation 5y 67.3%
CAGR 5y 19.34%
CAGR/Max DD 5y 0.62
Sharpe Ratio 12m 1.41
Alpha -2.67
Beta 1.28
Volatility 34.88%
Current Volume 22.2k
Average Volume 20d 20.3k
What is the price of PWB stocks?
As of March 14, 2025, the stock is trading at USD 94.50 with a total of 22,176 shares traded.
Over the past week, the price has changed by -4.34%, over one month by -14.42%, over three months by -10.91% and over the past year by +6.69%.
Is Invesco Dynamic Large Cap a good stock to buy?
Yes. Based on ValueRay Analyses, Invesco Dynamic Large Cap (NYSE ARCA:PWB) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 81.64 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PWB as of March 2025 is 94.10. This means that PWB is currently overvalued and has a potential downside of -0.42%.
Is PWB a buy, sell or hold?
Invesco Dynamic Large Cap has no consensus analysts rating.
What are the forecast for PWB stock price target?
According to ValueRays Forecast Model, PWB Invesco Dynamic Large Cap will be worth about 105.9 in March 2026. The stock is currently trading at 94.50. This means that the stock has a potential upside of +12.07%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 105.9 12.1%