Invesco Rafi Strategic Etf Analysis
Invesco RAFI Strategic is overvalued with Real Value of 50.14 and Hype Value of 51.78. The main objective of Invesco RAFI etf analysis is to determine its intrinsic value, which is an estimate of what Invesco RAFI Strategic is worth, separate from its market price. There are two main types of Invesco Etf analysis: fundamental analysis and technical analysis.
The Invesco RAFI etf is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. Invesco Etf Analysis Notes
Invesco RAFI is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has 548 constituents with avarage daily trading value of 57.8 K. The fund charges 0.19 percent management fee with a total expences of 0.19 percent of total asset. The fund generated five year return of 17.0%. Invesco RAFI Strategic retains 100.06% of assets under management (AUM) in equities. This fund last dividend was 0.147 per share. The fund generally will invest at least 80 percent of its total assets in securities that comprise the underlying index. Invesco Strategic is traded on NASDAQ Exchange in the United States. To learn more about Invesco RAFI Strategic call the company at NA.Sector Exposure
Invesco RAFI Strategic constituents include assets from different sectors. As a result, investing in Invesco RAFI lets you gain exposure to equities across multiple sectors, sub-sectors, or industries. This can reduce the risk of holding a single asset or a fund not diversified across different sectors or industries. Typically, investors would invest in Invesco RAFI because they prefer to avoid the increased volatility of non-sector ETFs.
Different industry classifications and sub-sectors that are found among Invesco RAFI's constituents divide the investing landscape into groups of entities that employ similar trades or provide related services. Combining these segments enables in-depth research of market dynamics to see which parts of the economy are growing or fading. In addition, sector investments offer targeted exposure to these segments, giving investors a wide variety of options to enhance their portfolios' asset allocations and adapt to market volatility.
Invesco RAFI Strategic Investment Alerts
| Invesco RAFI is not yet fully synchronised with the market data | |
| Invesco RAFI has some characteristics of a very speculative penny stock | |
| The fund retains 100.06% of its assets under management (AUM) in equities |
Invesco RAFI Thematic Classifications
In addition to having Invesco RAFI etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Size And Style ETFsUSA ETFs from Size And Style clasification | |
| Large Cap ETFsUSA ETFs from Large Cap clasification |
Invesco RAFI Outstanding Bonds
Invesco RAFI issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Invesco RAFI Strategic uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Invesco bonds can be classified according to their maturity, which is the date when Invesco RAFI Strategic has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| INVESCO FIN PLC Corp BondUS46132FAD24 | View | |
| INVESCO FIN PLC Corp BondUS46132FAC41 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Invesco RAFI Technical and Predictive Indicators
| Risk Adjusted Performance | 0.2842 | |||
| Market Risk Adjusted Performance | 0.3291 | |||
| Mean Deviation | 0.5466 | |||
| Semi Deviation | 0.1567 | |||
| Downside Deviation | 0.6297 | |||
| Coefficient Of Variation | 325.67 | |||
| Standard Deviation | 0.7443 | |||
| Variance | 0.5541 | |||
| Information Ratio | 0.1179 | |||
| Jensen Alpha | 0.129 | |||
| Total Risk Alpha | 0.1143 | |||
| Sortino Ratio | 0.1394 | |||
| Treynor Ratio | 0.3191 | |||
| Maximum Drawdown | 4.27 | |||
| Value At Risk | (0.90) | |||
| Potential Upside | 1.35 | |||
| Downside Variance | 0.3965 | |||
| Semi Variance | 0.0246 | |||
| Expected Short fall | (0.64) | |||
| Skewness | 0.7616 | |||
| Kurtosis | 2.01 |
| Risk Adjusted Performance | 0.2842 | |||
| Market Risk Adjusted Performance | 0.3291 | |||
| Mean Deviation | 0.5466 | |||
| Semi Deviation | 0.1567 | |||
| Downside Deviation | 0.6297 | |||
| Coefficient Of Variation | 325.67 | |||
| Standard Deviation | 0.7443 | |||
| Variance | 0.5541 | |||
| Information Ratio | 0.1179 | |||
| Jensen Alpha | 0.129 | |||
| Total Risk Alpha | 0.1143 | |||
| Sortino Ratio | 0.1394 | |||
| Treynor Ratio | 0.3191 | |||
| Maximum Drawdown | 4.27 | |||
| Value At Risk | (0.90) | |||
| Potential Upside | 1.35 | |||
| Downside Variance | 0.3965 | |||
| Semi Variance | 0.0246 | |||
| Expected Short fall | (0.64) | |||
| Skewness | 0.7616 | |||
| Kurtosis | 2.01 |
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our etf analysis tools, you can find out how much better you can do when adding Invesco RAFI to your portfolios without increasing risk or reducing expected return.Did you try this?
Run Watchlist Optimization Now
Watchlist OptimizationOptimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |
| All Next | Launch Module |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
Other Tools for Invesco Etf
When running Invesco RAFI's price analysis, check to measure Invesco RAFI's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco RAFI is operating at the current time. Most of Invesco RAFI's value examination focuses on studying past and present price action to predict the probability of Invesco RAFI's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco RAFI's price. Additionally, you may evaluate how the addition of Invesco RAFI to your portfolios can decrease your overall portfolio volatility.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |