(RWK) Invesco S&P MidCap 400 - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46138G6724 • Mid-Cap Value
RWK: Mid-Cap, Stocks, Equities, US, Companies
The Invesco S&P MidCap 400 Revenue ETF (RWK) is designed to track the performance of the S&P MidCap 400 Revenue-Weighted Index, which focuses on mid-capitalization companies within the U.S. equity market that generate positive revenues. The fund typically allocates at least 90% of its assets to securities included in this index, ensuring a high level of adherence to its investment mandate.
The S&P MidCap 400 Index serves as the parent index for this ETF, comprising approximately 400 mid-cap companies. These firms are selected based on market capitalization, liquidity, and other criteria, representing a diverse cross-section of the U.S. mid-cap universe. By focusing on revenue-producing companies, the ETF emphasizes firms with demonstrated operational viability and revenue generation capabilities.
With assets under management (AUM) of approximately $887.78 million, RWK is positioned as a mid-cap value ETF, catering to investors seeking exposure to mid-sized companies with strong revenue fundamentals. Its structure allows for a targeted investment approach, aligning with the broader mid-cap segment of the U.S. equity market.
Looking ahead, the outlook for RWK is closely tied to the performance of mid-capitalization companies in the U.S. market. As the economy continues to evolve, mid-caps may benefit from their ability to adapt to changing market conditions, potentially offering growth opportunities. However, the funds performance will also depend on broader economic trends, corporate earnings, and market valuations. Investors should consider factors such as interest rate changes, inflation, and overall market sentiment when evaluating the potential for mid-cap equities.
Additional Sources for RWK ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
RWK ETF Overview
Market Cap in USD | 720m |
Category | Mid-Cap Value |
TER | 0.39% |
IPO / Inception | 2008-02-20 |
RWK ETF Ratings
Growth Rating | 74.5 |
Fundamental | - |
Dividend Rating | 60.7 |
Rel. Strength | -11.7 |
Analysts | - |
Fair Price Momentum | 99.45 USD |
Fair Price DCF | - |
RWK Dividends
Dividend Yield 12m | 1.24% |
Yield on Cost 5y | 3.07% |
Annual Growth 5y | 13.72% |
Payout Consistency | 85.1% |
RWK Growth Ratios
Growth Correlation 3m | -93.5% |
Growth Correlation 12m | 21.8% |
Growth Correlation 5y | 89.2% |
CAGR 5y | 19.00% |
CAGR/Max DD 5y | 0.77 |
Sharpe Ratio 12m | -0.87 |
Alpha | -12.48 |
Beta | 0.916 |
Volatility | 39.10% |
Current Volume | 16.3k |
Average Volume 20d | 26.4k |
As of April 28, 2025, the stock is trading at USD 104.88 with a total of 16,277 shares traded.
Over the past week, the price has changed by +5.47%, over one month by -4.60%, over three months by -13.39% and over the past year by -3.42%.
Yes. Based on ValueRay Analyses, Invesco S&P MidCap 400 (NYSE ARCA:RWK) is currently (April 2025) a good stock to buy. It has a ValueRay Growth Rating of 74.47 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of RWK as of April 2025 is 99.45. This means that RWK is currently overvalued and has a potential downside of -5.18%.
Invesco S&P MidCap 400 has no consensus analysts rating.
According to ValueRays Forecast Model, RWK Invesco S&P MidCap 400 will be worth about 112.6 in April 2026. The stock is currently trading at 104.88. This means that the stock has a potential upside of +7.35%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 112.6 | 7.4% |