RWL 📈 Invesco S&P 500 Revenue - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46138G6989 • Large Value
RWL: Stocks, Equities, Shares, US, Companies
The Invesco S&P 500 Revenue ETF, listed on NYSE ARCA under the ticker RWL, is designed to track the performance of the S&P 500 Revenue Index. This index is comprised of securities from the S&P 500 Index that have a history of generating positive revenue. By focusing on revenue-producing companies, the fund aims to provide investors with exposure to a subset of the US large-cap market that has demonstrated an ability to drive top-line growth. The fund's investment strategy involves investing at least 90% of its total assets in the securities that make up the underlying index, ensuring that it remains closely aligned with the performance of the S&P 500 Revenue Index.
The underlying index is a modified market-capitalization-weighted index, which means that the securities within the index are weighted based on their market capitalization, with larger companies having a greater influence on the index's performance. The S&P 500 Revenue Index is designed to provide a more nuanced view of the US large-cap market, as it takes into account the revenue generation capabilities of the constituent companies. This approach can be beneficial for investors seeking to gain exposure to companies with strong top-line growth potential. The fund is managed by Invesco, a well-established investment management company with a significant presence in the US market.
In terms of its investment profile, the Invesco S&P 500 Revenue ETF is classified as a large value ETF, indicating that it is focused on investing in larger companies with value characteristics. The fund's domicile is the United States, and its ISIN is US46138G6989. For more information about the fund, including its investment objectives, strategies, and risks, investors can visit the Invesco website at http://www.invesco.com/us. By providing access to a portfolio of revenue-generating companies within the S&P 500 Index, the Invesco S&P 500 Revenue ETF offers investors a unique investment opportunity that can help them achieve their long-term investment goals.
Additional Sources for RWL ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
RWL ETF Overview
Market Cap in USD | 4,321m |
Category | Large Value |
TER | 0.39% |
IPO / Inception | 2008-02-19 |
RWL ETF Ratings
Growth 5y | 86.7% |
Fundamental | - |
Dividend | 54.3% |
Rel. Strength Industry | -35.8 |
Analysts | - |
Fair Price Momentum | 101.15 USD |
Fair Price DCF | - |
RWL Dividends
Dividend Yield 12m | 1.05% |
Yield on Cost 5y | 1.94% |
Annual Growth 5y | 4.63% |
Payout Consistency | 98.8% |
RWL Growth Ratios
Growth Correlation 3m | 64.9% |
Growth Correlation 12m | 95.3% |
Growth Correlation 5y | 93.4% |
CAGR 5y | 12.89% |
CAGR/Mean DD 5y | 2.78 |
Sharpe Ratio 12m | 1.17 |
Alpha | -7.20 |
Beta | 0.94 |
Volatility | 14.98% |
Current Volume | 269.8k |
Average Volume 20d | 135.8k |
As of December 22, 2024, the stock is trading at USD 98.75 with a total of 269,803 shares traded.
Over the past week, the price has changed by -4.18%, over one month by -3.40%, over three months by -0.09% and over the past year by +15.78%.
Yes. Based on ValueRay Analyses, Invesco S&P 500 Revenue (NYSE ARCA:RWL) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 86.65 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of RWL as of December 2024 is 101.15. This means that RWL is currently overvalued and has a potential downside of 2.43%.
Invesco S&P 500 Revenue has no consensus analysts rating.
According to ValueRays Forecast Model, RWL Invesco S&P 500 Revenue will be worth about 112.3 in December 2025. The stock is currently trading at 98.75. This means that the stock has a potential upside of +13.68%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 112.3 | 13.7% |