UPGD
Invesco Raymond James SB-1 Equi
UPGD
70,78
0,12 Bil. AUM
0,4% Expense Ratio
71,70 NAV
Invesco Raymond James SB-1 Equi Profile
About Invesco Raymond James SB-1 Equi
UPGD tracks an index of stocks with the most improved consensus ratings based on analyst recommendations. From a starting universe of large- and mid-cap US companies, the fund considers stocks with more than 10 analysts covering it. The fund screens out stocks without sufficient trading volume or analyst ratings. Using Bloomberg Analyst Recommendations (ANR) derived from various financial institutions, an ANR score is generated with a scale of 1 to 5 (5 indicating a strong buy rating). The fund considers stocks with ratings of less than 4 and more than 1. Securities then receive an ANR Improvers Score, combining improvements over the previous 6 and 12 months. The fund selects the top 50 companies with the best scores, which are then weighted equally. The index is reconstituted and rebalanced quarterly. The fund underwent reorganizations without changing strategies since 2008. Prior to Mar. 25, 2024, the fund was called Invesco Raymond James SB-1 Equity ETF, trading with the ticker RYJ.
- Company
- Invesco
- Holdings
- 52
- CUSIP
- 46137V522
Invesco Raymond James SB-1 Equi Sectors
| Industry | Percentage |
|---|---|
| Consumer Defensi | 19,38% |
| Consumer Cyclica | 16,57% |
| Industrials | 16,14% |
| Technology | 16,11% |
| Healthcare | 8,04% |
| Basic Materials | 7,86% |
| Communication Se | 7,70% |
| Utilities | 6,18% |
| Energy | 2,03% |
| Real Estate | 0,00% |
| Financial Servic | 0,00% |