(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 (PWV) is designed to track the performance of large-capitalization U.S. stocks that exhibit strong value characteristics. The fund primarily invests in securities from its underlying index, allocating at least 90% of its assets to these holdings. This approach ensures that the ETF remains closely aligned with the indexs composition and performance.
The underlying index is constructed by the index provider based on a combination of factors that identify value. These factors may include metrics such as price-to-earnings ratio, price-to-book ratio, and dividend yield. The index providers methodology is designed to select companies with strong fundamentals and the potential for capital appreciation over the long term.
As an ETF, PWV offers investors exposure to a diversified portfolio of large-cap value stocks through a single investment vehicle. The funds expense ratio is a key consideration for investors, as it impacts the overall return on investment. Additionally, the ETFs trading liquidity and tracking error relative to its underlying index are important factors for investors to evaluate.
For investors seeking to incorporate large-cap value exposure into their portfolios, PWV provides a targeted solution. The funds focus on value characteristics can serve as a complement to growth-oriented strategies, potentially enhancing the diversification of an investment portfolio. However, as with any investment, it is essential to consider the funds investment objectives, risks, and fees in the context of an overall investment strategy.
Prospective investors can find additional information about the Invesco Dynamic Large Cap Value ETF, including its full holdings, performance data, and investment methodology, by visiting the Invesco website at http://www.invesco.com/us.
Additional Sources for PWV ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
PWV ETF Overview
Market Cap in USD | 1,061m |
Category | Large Value |
TER | 0.55% |
IPO / Inception | 2005-03-03 |
PWV ETF Ratings
Growth 5y | 82.5% |
Fundamental | - |
Dividend | 52.9% |
Rel. Strength Industry | -0.46 |
Analysts | - |
Fair Price Momentum | 60.50 USD |
Fair Price DCF | - |
PWV Dividends
Dividend Yield 12m | 2.03% |
Yield on Cost 5y | 4.03% |
Annual Growth 5y | 2.85% |
Payout Consistency | 96.2% |
PWV Growth Ratios
Growth Correlation 3m | 64.9% |
Growth Correlation 12m | 85.7% |
Growth Correlation 5y | 92.8% |
CAGR 5y | 15.22% |
CAGR/Max DD 5y | 0.64 |
Sharpe Ratio 12m | 1.25 |
Alpha | 1.26 |
Beta | 0.67 |
Volatility | 14.48% |
Current Volume | 87k |
Average Volume 20d | 29.9k |
As of March 09, 2025, the stock is trading at USD 59.60 with a total of 87,046 shares traded.
Over the past week, the price has changed by -2.68%, over one month by -0.03%, over three months by +0.41% and over the past year by +11.58%.
Yes. Based on ValueRay Analyses, Invesco Dynamic Large Cap (NYSE ARCA:PWV) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 82.54 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 March 2025 is 60.50. This means that PWV is currently overvalued and has a potential downside of 1.51%.
Invesco Dynamic Large Cap has no consensus analysts rating.
According to ValueRays Forecast Model, PWV Invesco Dynamic Large Cap will be worth about 68.7 in March 2026. The stock is currently trading at 59.60. This means that the stock has a potential upside of +15.23%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 68.7 | 15.2% |