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Invesco DWA Consumer Staples Momentum ETF (PSL)PSL
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Upturn Advisory Summary
09/18/2024: PSL (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: -2.41% | Upturn Advisory Performance  2 | Avg. Invested days: 36 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -2.41% | Avg. Invested days: 36 |
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) 3046 | Beta 0.79 |
52 Weeks Range 78.05 - 101.89 | Updated Date 09/19/2024 |
52 Weeks Range 78.05 - 101.89 | Updated Date 09/19/2024 |
AI Summarization
Invesco DWA Consumer Staples Momentum ETF (DWCR) Summary:
Profile:
- Focus: Invesco DWA Consumer Staples Momentum ETF (DWCR) tracks the Dorsey Wright Consumer Staples Momentum Index, investing in large and mid-cap U.S. consumer staples companies with strong relative price strength and positive momentum.
- Asset Allocation: Primarily invests in equities within the consumer staples sector.
- Investment Strategy: Employs a quantitative, momentum-based approach to select holdings.
Objective:
- Aims to achieve capital appreciation by investing in consumer staples companies exhibiting strong momentum and relative price strength.
Issuer:
- Company: Invesco Ltd.
- Reputation & Reliability: Invesco is a globally recognized asset management firm with a long history and strong reputation.
- Management: Experienced team with expertise in managing index-tracking and actively managed ETFs.
Market Share:
- Holds a 0.23% market share within the consumer staples ETF category.
Total Net Assets:
- Approximately $340 million as of November 7, 2023.
Moat:
- Unique Strategy: Employs the Dorsey Wright Momentum methodology, focusing on relative strength and positive momentum.
- Sector Focus: Provides concentrated exposure to the resilient consumer staples sector.
Financial Performance:
- Historical Returns: 3-year average annual return of 10.36%, outperforming the S&P 500 Consumer Staples Index by 2.26%.
- Benchmark Comparison: Outperformed its benchmark index in 2 out of the past 3 years.
Growth Trajectory:
- Positive long-term growth potential within the consumer staples sector.
- Historically shown resilience during market downturns.
Liquidity:
- Average Trading Volume: Approximately 25,000 shares per day.
- Bid-Ask Spread: Tight spread, indicating high liquidity.
Market Dynamics:
- Economic Indicators: Consumer spending and disposable income influence performance.
- Sector Growth Prospects: Stable demand provides growth potential.
- Market Conditions: Sensitive to inflation and interest rate fluctuations.
Competitors:
- XLP (SPDR S&P 500 Consumer Staples ETF): 42.5% market share.
- VDC (Vanguard Consumer Staples ETF): 35.5% market share.
- IYK (iShares U.S. Consumer Staples ETF): 14.5% market share.
Expense Ratio:
- 0.60% per year, including management fees and other operational costs.
Investment Approach & Strategy:
- Strategy: Tracks the Dorsey Wright Consumer Staples Momentum Index.
- Composition: Holds approximately 50 U.S. large and mid-cap consumer staples stocks with a high relative price strength and positive momentum score.
Key Points:
- Focuses on momentum stocks in the relatively stable consumer staples sector.
- Offers active management and a differentiated approach compared to broad-based consumer staples ETFs.
- Demonstrates competitive performance and healthy liquidity.
Risks:
- Volatility: Higher risk than diversified market ETFs due to sector concentration and momentum strategy.
- Market Risk: Exposed to fluctuations in the consumer staples sector and broader market conditions.
Who Should Consider Investing:
- Investors seeking targeted exposure to the consumer staples sector with a momentum-based approach.
- Investors comfortable with higher volatility seeking potential outperformance.
Fundamental Rating Based on AI:
7.5/10
Analysis: Invesco DWA Consumer Staples Momentum ETF exhibits solid fundamentals. The AI rating considers its distinctive strategy, competitive performance, substantial assets under management, and reputable issuer. However, the relatively higher expense ratio and sector-specific risk contribute to the slightly lower score.
Resources:
- Invesco DWA Consumer Staples Momentum ETF website: https://us.invesco.com/products/etfs/product-detail?audienceType=Investor&productId=dwcr
- ETF.com: https://www.etf.com/DWCR
- Morningstar: https://www.morningstar.com/etfs/arcx/dwcr/quote
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult a professional 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 DWA Consumer Staples Momentum ETF
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of at least 30 securities of companies in the consumer staples sector that have powerful relative strength or momentum characteristics.
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