Latest news with #Invesco
Bloomberg
2 days ago
- Business
- Bloomberg
Bloomberg Intelligence: Supreme Court Lets Trump Strip 500,000 Migrants of Legal Status
Watch Alix and Paul LIVE every day on YouTube: Bloomberg Intelligence hosted by Paul Sweeney and John Tucker Today's Podcast Features are: Greg Stohr, Bloomberg Supreme Court Reporter, discusses the Supreme Court allowing the Trump administration to immediately end temporary legal status for migrants from Cuba, Haiti, Nicaragua, and Venezuela, affecting up to half a million people. Brian Levitt, Global Market Strategist at Invesco, discusses his outlook for the markets. Following a torrid rally that put the S&P 500 on track for its best May since 1990, the gauge lost about 1% Friday. A slide big tech weighed heavily on trading. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. US consumers slowed spending in April, with inflation-adjusted personal spending rising 0.1%, while goods imports plummeted by a record 20% due to higher tariffs. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the latest on President Trump's tariffs. A court ruling blocking President Trump's tariffs could create a $2 trillion hole in the US fiscal outlook over the coming decade and remove duties that would have raised nearly $200 billion annually.
Yahoo
2 days ago
- Business
- Yahoo
4 Invesco Mutual Funds to Buy Amid Market Uncertainty
The Dow Jones Industrial Average and the tech-heavy Nasdaq Composite have lost 0.77% and 0.70%, respectively, so far this year. However, the S&P 500 has marginally gained by 0.52%. Market sentiment was downbeat due to renewed trade tensions between the United States and the European Union. The deadline for implementation of the new tariff was postponed from June 1 to July 9, 2025. Investors are still trying to figure out its impact on the U.S. economy. The Federal Reserve's meeting minutes for May suggest a highly complex and challenging economic environment ahead that could lead to persistent inflation and have the potential for stagflation. New foreign tariff policies could fan inflation, contract economic growth and potentially erode global confidence in U.S. assets. The U.S. Gross Domestic Product shrank at a 0.2% annual pace in Q1 2025, a slight upgrade from the initial estimate but still the first drop in three years. In such a volatile market situation, investors who wish to diversify in various asset classes but lack professional expertise in managing funds can opt for Invescomutual funds like Invesco Steelpath Mlp Select 40 Fund MLPTX, Invesco Value Opportunities VVOIX, Invesco Small Cap Value VSMIX and Invesco Technology ITYYX. These funds should be good choices since they provide low-cost and uncomplicated equity funds that can help investors meet their financial goals. The majority of investments of these funds are in sectors like technology, industrial cyclical, finance, energy and utilities. The funds are expected to perform well in the future. Founded in 1978, the fund house has a reputation as a trusted partner and boasts long-term financial success. Headquartered in Atlanta, GA, the company has helped investors diversify by giving access to a wide selection from various asset classes, sectors and markets. Invesco Asset Management had around $1.8 trillion worth of assets under management as of Apr. 30, 2025. Invesco has offices in 20 countries, offering financial services and more than 8,400 employees. This top global investment management company caters to a wide range of mutual funds, including equity and fixed-income funds and domestic and international funds. Invesco also offers mutual funds that have specific investment strategies like sustainable investment, dividends, growth and emerging markets. These help customers make informed decisions based on individual goals. These funds boast a Zacks Mutual Fund Rank #1 (Strong Buy), have positive three-year and five-year annualized returns, minimum initial investments within $5000, and carry a low expense ratio. Notably, mutual funds, in general, reduce transaction costs and diversify portfolios without an array of commission charges mostly associated with stock purchases (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money). Invesco Steelpath Mlp Select 40 Fund invests most of its assets, along with borrowings, if any, in the master limited partnership of companies, which are engaged in the transportation, storage, processing, refining, marketing, exploration, production, and mining of minerals and natural resources. MLPTX advisors also invest in derivatives and other instruments with similar economic characteristics in the same industry. Stuart Cartner has been the lead manager of MLPTX since April 1, 2010. Most of the fund's exposure was in companies like MPLX (8.4%), Energy Transfer (7.8%) and Western Midstream Partners (7%) as of Feb. 28, 2025. MLPTX has a three-year and five-year annualized return of 20% and 28.4%, respectively. MLPTX has an annual expense ratio of 1.01%. To see how this fund performed compared to its category and other 1, 2, and 3 Ranked Mutual Funds, please click here. Invesco Value Opportunities fund invests most of its net assets in a portfolio of common, preferred stocks and convertible securities, preferably in mid-cap domestic and foreign companies. VVOIX advisors may also invest a small portion of its net assets in real estate investment trusts (REITs). Jonathan Mueller has been the lead manager of VVOIX since March 30, 2015. Most of the fund's exposure was in companies like NRG Energy (2.8%), Centene Corporation (2.6%) and Marvell Technology(2.5%) as of Jan. 31, 2025. VVOIX's three-year and five-year annualized returns are 13.1% and 22.7%, respectively. VVOIX has an annual expense ratio of 0.77%. Invesco Small Cap Value fund invests most of its assets, along with borrowings, if any, in common stocks of small-capitalization companies and in derivative instruments with similar economic characteristics. VSMIX advisors choose to invest in companies that they consider undervalued. Jonathan Mueller has been the lead manager of VSMIX since June 25, 2010. Most of the fund's exposure was in companies like Western Alliance Bankcorp (3.1%), Coherent Corporation (2.6%) and Lumentum Holdings (2.5%) as of Jan. 31, 2025. VSMIX's three-year and five-year annualized returns are 12.7% and 26.5%, respectively. VSMIX has an annual expense ratio of 0.81%. Invesco Technology Fund invests most of its assets, along with borrowings, if any, in equity securities of issuers engaged in technology-related industries. ITYYX advisors also invest in derivatives and other instruments with similar economic characteristics. Ash B. Shah has been the lead manager of ITYYX since Nov. 28, 2022, and most of the fund's exposure was in companies like NVIDIA (6%), Meta Platforms (4.9%) and Broadcom(4.8%) as of Jan. 31, 2025. ITYYX's three-year and five-year annualized returns are 11.9% and 11.5%, respectively. ITYYX has an annual expense ratio of 0.77%. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (MLPTX): Fund Analysis Report Get Your Free (VSMIX): Fund Analysis Report Get Your Free (ITYYX): Fund Analysis Report Get Your Free (VVOIX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
2 days ago
- Business
- Yahoo
Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?
The Invesco Dividend Achievers ETF (PFM) was launched on 09/15/2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market. The fund is sponsored by Invesco. It has amassed assets over $680.20 million, making it one of the average sized ETFs attempting to match the Large Cap Value segment of the US equity market. Companies that fall in the large cap category tend to have a market capitalization above $10 billion. Overall, they are usually a stable option, with less risk and more sure-fire cash flows than mid and small cap companies. Value stocks have lower than average price-to-earnings and price-to-book ratios. They also have lower than average sales and earnings growth rates. When you look at long-term performance, value stocks have outperformed growth stocks in nearly all markets. But in strong bull markets, growth stocks are more likely to be winners. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.52%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.56%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Information Technology sector--about 23.10% of the portfolio. Financials and Healthcare round out the top three. Looking at individual holdings, Microsoft Corp (MSFT) accounts for about 4.60% of total assets, followed by Broadcom Inc (AVGO) and Apple Inc (AAPL). The top 10 holdings account for about 30.61% of total assets under management. PFM seeks to match the performance of the NASDAQ US Broad Dividend Achievers Index before fees and expenses. The NASDAQ US Broad Dividend Achievers Index is designed to identify a diversified group of dividend-paying companies which have increased their annual dividend for 10 or more consecutive fiscal years. The ETF has added about 1.70% so far this year and it's up approximately 13.15% in the last one year (as of 05/30/2025). In the past 52-week period, it has traded between $41.05 and $48.20. The ETF has a beta of 0.81 and standard deviation of 14.23% for the trailing three-year period, making it a medium risk choice in the space. With about 434 holdings, it effectively diversifies company-specific risk. Invesco Dividend Achievers ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, PFM is a good option for those seeking exposure to the Style Box - Large Cap Value area of the market. Investors might also want to consider some other ETF options in the space. The Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV) track a similar index. While Schwab U.S. Dividend Equity ETF has $67.93 billion in assets, Vanguard Value ETF has $133.01 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco Dividend Achievers ETF (PFM): ETF Research Reports Apple Inc. (AAPL) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report Vanguard Value ETF (VTV): ETF Research Reports Schwab U.S. Dividend Equity ETF (SCHD): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Should Invesco S&P MidCap 400 Revenue ETF (RWK) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the Invesco S&P MidCap 400 Revenue ETF (RWK), a passively managed exchange traded fund launched on 02/22/2008. The fund is sponsored by Invesco. It has amassed assets over $805.60 million, making it one of the average sized ETFs attempting to match the Mid Cap Value segment of the US equity market. With market capitalization between $2 billion and $10 billion, mid cap companies usually contain higher growth prospects than large cap companies, and are considered less risky than their small cap counterparts. Thus they have a nice balance of growth potential and stability. Carrying lower than average price-to-earnings and price-to-book ratios, value stocks also have lower than average sales and earnings growth rates. While value stocks have outperformed growth stocks in nearly all markets when you consider long-term performance, growth stocks are more likely to outpace value stocks in strong bull markets. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.39%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.20%. ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 22.90% of the portfolio. Consumer Discretionary and Financials round out the top three. Looking at individual holdings, Albertsons Cos Inc (ACI) accounts for about 3.27% of total assets, followed by Performance Food Group Co (PFGC) and Td Synnex Corp (SNX). The top 10 holdings account for about 18.57% of total assets under management. RWK seeks to match the performance of the OFI Revenue Weighted Mid Cap Index before fees and expenses. The S&P MidCap 400 Revenue-Weighted Index is constructed using a rules-based methodology that re-weights the constituent securities of the S&P MidCap 400 Index according to the revenue earned by the companies in the parent index, subject to a maximum 5% per company weighting. The ETF has lost about -2.65% so far this year and it's up approximately 3.02% in the last one year (as of 05/30/2025). In the past 52-week period, it has traded between $94.80 and $126.49. The ETF has a beta of 1.17 and standard deviation of 21.49% for the trailing three-year period, making it a medium risk choice in the space. With about 401 holdings, it effectively diversifies company-specific risk. Invesco S&P MidCap 400 Revenue ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, RWK is a reasonable option for those seeking exposure to the Style Box - Mid Cap Value area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell Mid-Cap Value ETF (IWS) and the Vanguard Mid-Cap Value ETF (VOE) track a similar index. While iShares Russell Mid-Cap Value ETF has $13.04 billion in assets, Vanguard Mid-Cap Value ETF has $17.48 billion. IWS has an expense ratio of 0.23% and VOE charges 0.07%. While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco S&P MidCap 400 Revenue ETF (RWK): ETF Research Reports Albertsons Companies, Inc. (ACI) : Free Stock Analysis Report TD SYNNEX Corporation (SNX) : Free Stock Analysis Report Performance Food Group Company (PFGC) : Free Stock Analysis Report Vanguard Mid-Cap Value ETF (VOE): ETF Research Reports iShares Russell Mid-Cap Value ETF (IWS): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Should Invesco S&P MidCap 400 Pure Value ETF (RFV) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the Invesco S&P MidCap 400 Pure Value ETF (RFV), a passively managed exchange traded fund launched on 03/01/2006. The fund is sponsored by Invesco. It has amassed assets over $241.92 million, making it one of the average sized ETFs attempting to match the Mid Cap Value segment of the US equity market. Mid cap companies, with market capitalization in the range of $2 billion and $10 billion, offer investors many things that small and large companies don't, including less risk and higher growth opportunities. These types of companies, then, have a good balance of stability and growth potential. Value stocks are known for their lower than average price-to-earnings and price-to-book ratios, but investors should also note their lower than average sales and earnings growth rates. While value stocks have outperformed growth stocks in nearly all markets when you consider long-term performance, growth stocks are more likely to outpace value stocks in strong bull markets. Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same. Annual operating expenses for this ETF are 0.35%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.27%. While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Consumer Discretionary sector--about 26.40% of the portfolio. Industrials and Financials round out the top three. Looking at individual holdings, Concentrix Corp (CNXC) accounts for about 4.38% of total assets, followed by Goodyear Tire & Rubber Co/the (GT) and United States Steel Corp (X). The top 10 holdings account for about 29.6% of total assets under management. RFV seeks to match the performance of the S&P MidCap 400 Pure Value Index before fees and expenses. The S&P MidCap 400 Pure Value Index measures the performance of securities that exhibit strong value characteristics in the S&P MidCap 400 Index. The ETF has lost about -2.98% so far this year and it's up approximately 5.01% in the last one year (as of 05/30/2025). In the past 52-week period, it has traded between $97.97 and $131.23. The ETF has a beta of 1.18 and standard deviation of 22.75% for the trailing three-year period, making it a high risk choice in the space. With about 85 holdings, it effectively diversifies company-specific risk. Invesco S&P MidCap 400 Pure Value ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, RFV is a reasonable option for those seeking exposure to the Style Box - Mid Cap Value area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell Mid-Cap Value ETF (IWS) and the Vanguard Mid-Cap Value ETF (VOE) track a similar index. While iShares Russell Mid-Cap Value ETF has $13.04 billion in assets, Vanguard Mid-Cap Value ETF has $17.48 billion. IWS has an expense ratio of 0.23% and VOE charges 0.07%. While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco S&P MidCap 400 Pure Value ETF (RFV): ETF Research Reports United States Steel Corporation (X) : Free Stock Analysis Report The Goodyear Tire & Rubber Company (GT) : Free Stock Analysis Report Concentrix Corporation (CNXC) : Free Stock Analysis Report Vanguard Mid-Cap Value ETF (VOE): ETF Research Reports iShares Russell Mid-Cap Value ETF (IWS): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
