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Upturn AI SWOT - About
Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU)
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Upturn Advisory Summary
03/27/2025: PSCU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -6.97% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1819 | Beta 0.9 | 52 Weeks Range 47.77 - 66.83 | Updated Date 03/28/2025 |
52 Weeks Range 47.77 - 66.83 | Updated Date 03/28/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Utilities & Communication Services ETF
ETF Overview
Overview
The Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) tracks the performance of small-capitalization U.S. companies in the utilities and communication services sectors, offering targeted exposure to these specific segments of the market.
Reputation and Reliability
Invesco is a well-established ETF provider with a solid reputation and a broad range of investment products.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts overseeing its ETFs.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Capped Utilities & Communication Services Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its benchmark index.
Composition The ETF primarily holds stocks of small-cap companies in the utilities and communication services sectors.
Market Position
Market Share: PSCU's market share within the small-cap utilities and communication services ETF landscape is relatively small, indicating niche focus.
Total Net Assets (AUM): 5749668
Competitors
Key Competitors
- IWC
Competitive Landscape
The competitive landscape is heavily dominated by broad small-cap ETFs. PSCU offers a niche focus, which may be advantageous for investors seeking targeted exposure but limiting in market share. Broad small-cap ETFs hold utility and communication services stocks as part of a more diversified portfolio, attracting a wider range of investors.
Financial Performance
Historical Performance: Historical performance data is not provided as I'm designed to not provide any investment advice. It is recommended to review the fund's official factsheet for historical return values.
Benchmark Comparison: Performance should be compared against the S&P SmallCap 600 Capped Utilities & Communication Services Index to assess tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's liquidity is low, as measured by average trading volume.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading the ETF and can vary depending on market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and regulatory changes can impact the performance of utilities and communication services companies.
Growth Trajectory
Growth depends on broader market trends and investor appetite for sector-specific small-cap exposure. The concentration of investments may present fluctuations.
Moat and Competitive Advantages
Competitive Edge
PSCU's competitive edge lies in its targeted exposure to small-cap utilities and communication services companies, which can appeal to investors seeking specific sector exposure. It allows focused investment, potentially outperforming broader indices during sector upswings. However, its niche focus leads to limited diversification, and the fund's overall size is not high. Invesco's brand and ETF distribution network support PSCU.
Risk Analysis
Volatility
The ETF's volatility is typical of a small-cap fund, potentially higher than broader market indices.
Market Risk
Market risk is prominent due to the small-cap nature of the holdings, sensitive to sector-specific news and economic conditions. Utilities and communication services are affected by regulatory changes, technological disruption, and shifts in consumer demand.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to small-cap U.S. utilities and communication services companies, with a higher risk tolerance.
Market Risk
The ETF may be suitable for experienced investors looking to overweight specific sectors within a broader portfolio, rather than for risk-averse, long-term investors.
Summary
The Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) provides targeted exposure to small-cap U.S. companies in the utilities and communication services sectors. It is designed for investors who want to overweight these specific segments of the market. Its niche focus and smaller market capitalization make it more sensitive to sector-specific news and economic changes. Investors should consider its risk profile and low trading volume before investing.
Similar Companies
- XLU
- VPU
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- FUTY
- VOX
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- IYZ
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual financial circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 Utilities & Communication Services ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the 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 utilities and communication services sectors, as defined by the Global Industry Classification Standard. The fund is non-diversified.
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