(PWV) Invesco Dynamic Large Cap - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46137V7385 • Large Value
PWV: Large, Cap, Value, Stocks, Equities, US
The Invesco Dynamic Large Cap Value ETF, listed on NYSE ARCA under the ticker PWV, is designed to track the performance of large-capitalization U.S. stocks that exhibit strong value characteristics. To achieve this, the fund typically allocates at least 90% of its total assets to securities that are part of the underlying index. This underlying index is carefully constructed by the index provider to include companies with a high potential for capital appreciation, based on a range of value metrics.
The index provider's selection process for the underlying index involves a meticulous analysis of various factors that contribute to a company's value profile. This includes, but is not limited to, the company's financial health, dividend yield, price-to-earnings ratio, and other relevant metrics that indicate a company's potential for long-term growth and stability. By focusing on large-capitalization U.S. stocks, the fund offers investors exposure to well-established companies with a proven track record, potentially reducing the volatility associated with smaller or more speculative investments.
As an exchange-traded fund (ETF), PWV provides investors with the flexibility to buy and sell shares throughout the trading day, allowing for more precise control over investment decisions. The fund's domicile is in the United States, and its ISIN is US46137V7385. For more information about the Invesco Dynamic Large Cap Value ETF and other investment products, interested parties can visit the company's website at http://www.invesco.com/us. The ETF falls under the Large Value category, making it an attractive option for investors seeking to capitalize on the potential of undervalued large-cap stocks with strong fundamentals.
Additional Sources for PWV ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
PWV ETF Overview
Market Cap in USD | 969m |
Category | Large Value |
TER | 0.55% |
IPO / Inception | 2005-03-03 |
PWV ETF Ratings
Growth 5y | 73.1% |
Fundamental | - |
Dividend | 52.3% |
Rel. Strength Industry | 5.56 |
Analysts | - |
Fair Price Momentum | 60.40 USD |
Fair Price DCF | - |
PWV Dividends
Dividend Yield 12m | 2.00% |
Yield on Cost 5y | 3.28% |
Annual Growth 5y | 2.85% |
Payout Consistency | 96.2% |
PWV Growth Ratios
Growth Correlation 3m | -38.1% |
Growth Correlation 12m | 87.8% |
Growth Correlation 5y | 92.3% |
CAGR 5y | 10.46% |
CAGR/Mean DD 5y | 1.74 |
Sharpe Ratio 12m | 1.13 |
Alpha | -5.25 |
Beta | 0.88 |
Volatility | 12.93% |
Current Volume | 22.2k |
Average Volume 20d | 33.8k |
As of January 23, 2025, the stock is trading at USD 59.18 with a total of 22,200 shares traded.
Over the past week, the price has changed by +1.08%, over one month by +3.95%, over three months by +0.87% and over the past year by +19.06%.
Yes. Based on ValueRay Analyses, Invesco Dynamic Large Cap (NYSE ARCA:PWV) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 73.09 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PWV as of January 2025 is 60.40. This means that PWV is currently overvalued and has a potential downside of 2.06%.
Invesco Dynamic Large Cap has no consensus analysts rating.
According to ValueRays Forecast Model, PWV Invesco Dynamic Large Cap will be worth about 66.9 in January 2026. The stock is currently trading at 59.18. This means that the stock has a potential upside of +13.03%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 66.9 | 13% |