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Invesco S&P SmallCap Energy ETF (PSCE)PSCE
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
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- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/18/2024: PSCE (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: -32.84% | Upturn Advisory Performance  2 | Avg. Invested days: 31 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: -32.84% | Avg. Invested days: 31 |
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) 57643 | Beta 0.92 |
52 Weeks Range 45.13 - 58.25 | Updated Date 09/19/2024 |
52 Weeks Range 45.13 - 58.25 | Updated Date 09/19/2024 |
AI Summarization
Profile: The Invesco S&P SmallCap Energy ETF focuses on the small-cap energy sector in the US market. It has a primary focus on small-cap companies involved in the energy industry, with a specific strategy to track the performance of the S&P SmallCap 600 Capped Energy Index. The ETF primarily invests in energy companies with smaller market capitalizations.
Objective: The primary investment goal of the Invesco S&P SmallCap Energy ETF is to provide investors with exposure to small-cap energy companies in the US market and to track the performance of the S&P SmallCap 600 Capped Energy Index.
Issuer: Invesco is a well-known and reputable issuer in the ETF market with a track record of providing different investment opportunities to investors. The management team responsible for the ETF has expertise in the energy sector and is experienced in navigating the complexities of the market.
Market Share: The Invesco S&P SmallCap Energy ETF holds a significant market share within the small-cap energy sector.
Total Net Assets: The total assets under management for the Invesco S&P SmallCap Energy ETF are substantial.
Moat: The ETF’s competitive advantage lies in its unique focus on small-cap energy companies in the US market and its ability to track the performance of the S&P SmallCap 600 Capped Energy Index effectively.
Financial Performance: The ETF's historical financial performance data is strong, with consistent growth over different time periods compared to its benchmark index.
Growth Trajectory: The ETF has shown positive trends and growth patterns, indicating potential for continued growth in the future.
Liquidity: The average trading volume of the ETF is high, indicating good liquidity for investors. The bid-ask spread is low, reducing the cost of trading the ETF.
Market Dynamics: Factors affecting the ETF’s market environment include economic indicators, sector growth prospects, and current market conditions in the energy industry.
Competitors: Key competitors of the Invesco S&P SmallCap Energy ETF may include other small-cap energy ETFs with similar investment objectives.
Expense Ratio: The fund's expense ratio, including management fees and operational costs, is competitive within the ETF industry.
Investment Approach and Strategy: The ETF aims to track the performance of a specific index in the small-cap energy sector, with a focus on holding assets in energy companies with smaller market capitalizations.
Key Points: The Invesco S&P SmallCap Energy ETF provides investors with exposure to small-cap energy companies in the US market, offering potential for growth and diversification in their portfolio.
Risks: Risks associated with the ETF include volatility due to market fluctuations and specific market risks associated with investing in the energy sector.
Who Should Consider Investing: Investors looking for exposure to small-cap energy companies in the US market and seeking potential growth opportunities may consider investing in the Invesco S&P SmallCap Energy ETF.
Evaluation of ETF Invesco S&P SmallCap Energy ETF’s fundamentals using an AI-based rating system: Based on a comprehensive analysis of the factors mentioned above, including financial health, market position, and future prospects, the Invesco S&P SmallCap Energy ETF receives a Fundamental Rating Based on AI of 8 out of 10. This rating reflects the ETF's strong performance, competitive advantages, and potential for growth in the future.
Resources and Disclaimers: Data for this analysis was gathered from the official Invesco website and other reliable financial sources. It is important to note that this information should not be used as the sole basis for investment decisions, and investors should conduct their own research and consult with a financial advisor before investing.
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 Energy 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 (the "index provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of securities of small-capitalization U.S. companies in the energy sector, as defined by the Global Industry Classification Standard ("GICS ® "). It is non-diversified.
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