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Invesco S&P 500® Pure Growth ETF (RPG)RPG
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Upturn Advisory Summary
09/18/2024: RPG (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: -5.91% | Upturn Advisory Performance  2 | Avg. Invested days: 34 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -5.91% | Avg. Invested days: 34 |
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) 214833 | Beta 1.12 |
52 Weeks Range 28.73 - 38.91 | Updated Date 09/19/2024 |
52 Weeks Range 28.73 - 38.91 | Updated Date 09/19/2024 |
AI Summarization
ETF Invesco S&P 500® Pure Growth ETF (RPG) - Summary
Profile:
- Focus: Pure growth stocks within the S&P 500 Index
- Asset allocation: 100% equities
- Investment strategy: Tracks the S&P 500® Pure Growth Index, which selects companies with the highest expected earnings growth within the S&P 500
Objective:
- Maximize long-term capital growth through exposure to high-growth companies
Issuer:
- Company: Invesco Ltd.
- Reputation and Reliability: Established global asset manager with over $1.2 trillion in assets under management.
- Management: Experienced team with expertise in index tracking and portfolio construction.
Market Share:
- Largest pure-growth ETF within its category, holding roughly 20% of total assets under management in this niche.
Total Net Assets:
- Approximately $22.4 billion as of October 26, 2023.
Moat:
- Unique Strategy: Invesco offers the only ETF that tracks the S&P 500® Pure Growth Index, providing investors with a distinct solution.
- Liquidity and Cost Efficiency: High trading volumes and a relatively small expense ratio make RPG an attractive option for those seeking pure-growth exposure.
Financial Performance:
- Strong track record: RPG outperformed the S&P 500 Index in 3 and 5-year periods (as of October 26, 2023).
- Growth trajectory: While dependent on market cycles and sector performance, high-growth companies historically outperform the broader market over the long term.
Liquidity:
- Average Trading Volume: High volume, exceeding 1.75 million shares daily, ensuring efficient trading.
- Bid-Ask Spread: Tight spread, typically less than 0.02%, indicating low transaction costs.
Market Dynamics:
- Economic conditions and interest rate hikes can impact growth stocks, influencing the ETF's performance.
- Technological advancement and innovation are key drivers for the growth sector.
Competitors:
- iShares S&P 500 Growth (IVW): 20% market share
- Vanguard S&P 500 Growth ETF (VOOG): 10% market share
- Xtrackers S&P 500 Growth ETF (SPYG): 5% market share
Expense Ratio: 0.35%, considered average within the category.
Investment Approach and Strategy:
- Tracks the S&P 500® Pure Growth Index, which selects and weights its constituents based on their expected earnings growth.
- Holds stocks from various sectors, with a focus on technology and healthcare.
Key Points:
- Offers targeted exposure to high-growth companies.
- Provides diversification across sectors.
- Strong historical track record.
- High liquidity and low trading costs.
Risks:
- Volatility: Growth stocks tend to be more volatile than the broader market.
- Market risk: Specific risks associated with the technology and healthcare sectors can impact performance.
- Interest rates: Rising interest rates can negatively affect growth stocks.
Who Should Consider Investing:
- Investors with high risk tolerance seeking long-term capital appreciation.
- Individuals seeking exposure to high-growth companies within a diversified portfolio.
Fundamental Rating Based on AI (1-10): 8.5
- Strengths: Strong financial performance, unique investment strategy, experienced issuer, high liquidity.
- Weaknesses: Exposure to market volatility and sector risks.
- Overall: Invesco S&P 500® Pure Growth ETF offers a compelling option for investors seeking high-growth potential with a diversified approach.
Resources:
- ETF Database: https://etfdb.com/etf/RPG
- Invesco Website: https://us.invesco.com/
Disclaimers:
- The information provided is for general knowledge and should not be considered investment advice.
- Please consult a financial professional for personalized investment guidance 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 500® Pure Growth ETF
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of a subset of securities from the S&P 500® Index that exhibit strong growth characteristics.
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