Invesco Financial Preferred Etf Profile
| PGF Etf | USD 14.52 0.08 0.55% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Invesco Financial is trading at 14.52 as of the 23rd of April 2024. This is a 0.55 percent increase since the beginning of the trading day. The etf's lowest day price was 14.43. Invesco Financial has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Invesco Financial Preferred are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 23rd of April 2024. Click here to learn more.
The fund generally will invest at least 90 percent of its total assets in securities that comprise the underlying index. Financial Preferred is traded on NYSEARCA Exchange in the United States. More on Invesco Financial Preferred
Moving together with Invesco Etf
| 0.98 | PFF | iShares Preferred | PairCorr |
| 0.69 | FPE | First Trust Preferred | PairCorr |
| 0.94 | PGX | Invesco Preferred ETF Sell-off Trend | PairCorr |
| 0.99 | PFFD | Global X Preferred | PairCorr |
| 0.64 | VRP | Invesco Variable Rate | PairCorr |
| 0.99 | PSK | SPDR ICE Preferred | PairCorr |
Invesco Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Invesco Financial's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Financial or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman of the Board, Trustee | Bruce Bond |
| Thematic Ideas | (View all Themes) |
| Old Names | [Pengrowth Energy Corporation, Protagonist Therapeutics Inc, PICIC Growth Fund] |
| Business Concentration | Australia All Ordinaries, Preferred Stock ETFs, Strategy ETFs, Preferred Stock, Invesco (View all Sectors) |
| Issuer | Invesco |
| Inception Date | 2006-12-01 |
| Benchmark | ICE Exchange-Listed Fixed Rate Financial Preferred Securities Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 893.63 Million |
| Average Trading Valume | 162,562 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Preferred Stock |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Invesco Capital Management LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Invesco Distributors, Inc. |
| Portfolio Manager | Peter Hubbard, Philip Fang, Jeffrey W. Kernagis, Gary Jones, Richard Ose |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Apr |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 97.0 |
| Market Maker | Virtu Financial |
| Total Expense | 0.56 |
| Management Fee | 0.5 |
| Country Name | USA |
| Returns Y T D | 1.15 |
| Name | Invesco Financial Preferred ETF |
| Currency Code | USD |
| Open Figi | BBG000M7VS21 |
| In Threey Volatility | 14.84 |
| 1y Volatility | 12.52 |
| 200 Day M A | 14.4528 |
| 50 Day M A | 15.0686 |
| Code | PGF |
| Updated At | 22nd of April 2024 |
| Currency Name | US Dollar |
Invesco Financial Preferred [PGF] is traded in USA and was established 2006-12-01. The fund is classified under Preferred Stock category within Invesco family. The entity is thematically classified as Preferred Stock ETFs. Invesco Financial at this time have 1.2 B in assets. , while the total return for the last 3 years was -3.4%.
Check Invesco Financial Probability Of Bankruptcy
Top Invesco Financial Preferred Etf Constituents
| ESGRP | Enstar Group Ltd | Preferred Stock | Insurance—Diversified |
| CFX1 | CAPITAL ONE FIN | Stock | Credit Services |
| CFX0 | CAPITAL ONE FIN | Stock | Credit Services |
| NWT0 | WELLS FARGOCOPRFSERAA | Stock | Banks-Diversified |
| SWG0 | CHARLES SCHWAB DEPPRFJ | Stock | Capital Markets |
| ATR0 | ATHENE HOLDING PRFSERC | Stock | Insurance-Diversified |
| AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund |
Invesco Financial Target Price Odds Analysis
In reference to a normal probability distribution, the odds of Invesco Financial jumping above the current price in 90 days from now is about 98.0%. The Invesco Financial Preferred probability density function shows the probability of Invesco Financial etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Invesco Financial has a beta of 0.6262 indicating as returns on the market go up, Invesco Financial average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Financial Preferred will be expected to be much smaller as well. Additionally, invesco Financial Preferred has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Invesco Financial to move above the current price in 90 days from now is about 98.0 (This Invesco Financial Preferred probability density function shows the probability of Invesco Etf to fall within a particular range of prices over 90 days) .
Invesco Financial Top Holders
| TDSB | Cabana Target Drawdown | Etf | Tactical Allocation |
| AIHAX | Horizon Active Income | Mutual Fund | Intermediate Core-Plus Bond |
| AIMNX | Horizon Active Income | Mutual Fund | Intermediate Core-Plus Bond |
| AIRIX | Horizon Active Income | Mutual Fund | Intermediate Core-Plus Bond |
| FWDB | AdvisorShares | Etf | Multisector Bond |
Invesco Financial Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Financial market risk premium is the additional return an investor will receive from holding Invesco Financial long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco Financial. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invesco Financial's alpha and beta are two of the key measurements used to evaluate Invesco Financial's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0023 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | (0.11) |
Invesco Financial Against Markets
Picking the right benchmark for Invesco Financial etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invesco Financial etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invesco Financial is critical whether you are bullish or bearish towards Invesco Financial Preferred at a given time. Please also check how Invesco Financial's historical prices are related to one of the top price index indicators.
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Our tools can tell you how much better you can do entering a position in Invesco Financial without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Invesco Etf?
Before investing in Invesco Financial, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Invesco Financial. To buy Invesco Financial etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco Financial. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Invesco Financial etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco Financial Preferred etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Invesco Financial Preferred etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Invesco Financial Preferred, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Invesco Etf please use our How to Invest in Invesco Financial guide.
Already Invested in Invesco Financial Preferred?
The danger of trading Invesco Financial Preferred is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invesco Financial is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invesco Financial. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Financial is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Invesco Financial is a strong investment it is important to analyze Invesco Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Invesco Financial's future performance. For an informed investment choice regarding Invesco Etf, refer to the following important reports: Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Financial Preferred. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Invesco Financial information on this page should be used as a complementary analysis to other Invesco Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
The market value of Invesco Financial is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Financial's value that differs from its market value or its book value, called intrinsic value, which is Invesco Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Financial's market value can be influenced by many factors that don't directly affect Invesco Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.