(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

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
What is the price of RWK stocks?
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%.
Is Invesco S&P MidCap 400 a good stock to buy?
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%.
Is RWK a buy, sell or hold?
Invesco S&P MidCap 400 has no consensus analysts rating.
What are the forecast for RWK stock price target?
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%