(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

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
What is the price of PWV stocks?
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%.
Is Invesco Dynamic Large Cap a good stock to buy?
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%.
Is PWV a buy, sell or hold?
Invesco Dynamic Large Cap has no consensus analysts rating.
What are the forecast for PWV stock price target?
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%