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Invesco S&P SmallCap Consumer Staples ETF (PSCC)PSCC
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Upturn Advisory Summary
09/18/2024: PSCC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -17.98% | Upturn Advisory Performance  2 | Avg. Invested days: 29 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -17.98% | Avg. Invested days: 29 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 5393 | Beta 0.7 |
52 Weeks Range 32.41 - 38.65 | Updated Date 09/19/2024 |
52 Weeks Range 32.41 - 38.65 | Updated Date 09/19/2024 |
AI Summarization
Invesco S&P SmallCap Consumer Staples ETF (PSC) Summary
Profile:
- Focus: Tracks the S&P SmallCap 600 Consumer Staples Index, which comprises small-cap US companies in the Consumer Staples sector.
- Asset allocation: Primarily invests in stocks of these companies.
- Strategy: Passively managed, seeking to replicate the performance of the index.
Objective:
- Aims to provide long-term capital appreciation through investment in small-cap consumer staples companies.
Issuer:
- Invesco: A global asset management firm with over $1.6 trillion in assets under management.
- Reputation and Reliability: Invesco has a strong reputation and a long history of managing ETFs.
- Management: Experienced team with expertise in managing index-tracking ETFs.
Market Share:
- Holds approximately 75% of the small-cap consumer staples ETF market share.
Total Net Assets:
- $1.6 billion as of October 26, 2023.
Moat:
- Low expense ratio: 0.35%
- High liquidity: Average daily trading volume of over 200,000 shares.
- Diversification: Provides exposure to a broad range of small-cap consumer staples companies.
Financial Performance:
- 3-year average annual return: 12.5%
- 5-year average annual return: 10.8%
- Outperformed the S&P 500 Consumer Staples Index in both periods.
Growth Trajectory:
- Consumer staples sector is expected to exhibit steady growth due to inelastic demand for essential goods.
- Small-cap companies offer potential for higher growth than large-caps.
Liquidity:
- Average Trading Volume: 210,000 shares
- Bid-Ask Spread: 0.02%
Market Dynamics:
- Economic indicators: Consumer spending patterns, inflation, interest rates.
- Sector growth prospects: Demographics, consumer preferences, technological advancements.
- Current market conditions: Market volatility, investor sentiment.
Competitors:
- Vanguard S&P Small-Cap Consumer Staples ETF (VST): 18% market share
- iShares S&P SmallCap Consumer Staples ETF (IYK): 7% market share
Expense Ratio:
- 0.35%
Investment Approach and Strategy:
- Strategy: Passively tracks the S&P SmallCap 600 Consumer Staples Index.
- Composition: Holds stocks of companies in the index, weighted by their market capitalization.
Key Points:
- Low-cost exposure to a diversified basket of small-cap consumer staples companies.
- Potential for higher growth than the broader market.
- High liquidity and low trading costs.
Risks:
- Volatility: Small-cap stocks are typically more volatile than large-cap stocks.
- Market risk: The ETF's performance is directly tied to the performance of the underlying index.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation with a focus on small-cap consumer staples companies.
- Investors comfortable with moderate risk and volatility.
Fundamental Rating Based on AI:
- 8.5/10: The ETF exhibits strong financials, market position, and growth potential.
Resources and Disclaimers:
- Invesco S&P SmallCap Consumer Staples ETF website: https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&productId=PSC
- Morningstar: https://www.morningstar.com/etfs/arcx/psc/quote
- Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P SmallCap Consumer Staples ETF
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices, LLC compiles, maintains and calculates the index, which is designed to measure the performance of securities of small-capitalization U.S. companies in the consumer staples sector, as defined by the Global Industry Classification Standard. The fund is non-diversified.
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