This list of potential positions covers Funds investing in financial sector. Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using
tools to further calibrate your research.
Banking Fund Investor [RYKIX] is traded in USA and was established 24th of April 2024. Banking Fund is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of
Rydex Funds family. This fund at this time has accumulated 10.89
M in
assets with no minimum investment requirementsBanking Fund Investor is currently producing year-to-date (YTD) return of 0.56% with the current yeild of 0.01%, while the total return for the last 3 years was -1.91%.
Invesco DWA Financial [PFI] is traded in USA and was established 2006-10-12. The fund is classified under
Financial category within
Invesco family. Invesco DWA Financial at this time have 58.05
M in assets. , while the total return for the last 3 years was 0.4%. At this time, the entity appears to be
fairly valued.
Invesco DWA Financial retains a regular
Real Value of $47.31 per share. The prevalent price of the entity is $48.19. Our model calculates the value of
Invesco DWA Financial from evaluating the entity
fundamentals such as Return On Asset of 1.29,
return on equity of 1.0E-4, and Price To Earning of
23.74 X as well as inspecting its
technical indicators and
probability of bankruptcy. In general, most investors encourage purchasing undervalued assets and trading away overvalued assets since, at some point, asset prices and their ongoing
real values will come together.
SPDR SP Capital [KCE] is traded in USA and was established 2005-11-08. The fund is classified under
Financial category within
SPDR State Street Global Advisors family. SPDR SP Capital now have 101.27
M in assets. , while the total return for the last 3 years was 8.7%. At this time, the etf appears to be
fairly valued.
SPDR SP Capital has a current
Real Value of $107.42 per share. The regular price of the etf is $108.19. Our model measures the value of
SPDR SP Capital from examining the etf
fundamentals such as
number of employees of 12, and Price To Earning of
6.66 X as well as evaluating its
technical indicators and
probability of bankruptcy. In general, most investors recommend purchasing undervalued stocks and exiting overvalued stocks since, at some point future time, asset prices and their ongoing
real values will draw towards each other.
Story appears to be empty
Exchange Traded Concepts (TETF)
Exchange Traded Concepts [TETF] is traded in USA and was established 2017-04-17. The fund is listed under
Financial category and is part of
Toroso Investments LLC family. Exchange Traded Concepts at this time have 6.25
M in assets. , while the total return for the last year was -9.7%.
Banking Fund Investor (RYKIX)
Banking Fund Investor [RYKIX] is traded in USA and was established 24th of April 2024. Banking Fund is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of
Rydex Funds family. This fund at this time has accumulated 10.89
M in
assets with no minimum investment requirementsBanking Fund Investor is currently producing year-to-date (YTD) return of 0.56% with the current yeild of 0.01%, while the total return for the last 3 years was -1.91%.
Invesco DWA Financial (PFI)
Invesco DWA Financial [PFI] is traded in USA and was established 2006-10-12. The fund is classified under
Financial category within
Invesco family. Invesco DWA Financial at this time have 58.05
M in assets. , while the total return for the last 3 years was 0.4%. At this time, the entity appears to be
fairly valued.
Invesco DWA Financial retains a regular
Real Value of $47.31 per share. The prevalent price of the entity is $48.19. Our model calculates the value of
Invesco DWA Financial from evaluating the entity
fundamentals such as Return On Asset of 1.29,
return on equity of 1.0E-4, and Price To Earning of
23.74 X as well as inspecting its
technical indicators and
probability of bankruptcy. In general, most investors encourage purchasing undervalued assets and trading away overvalued assets since, at some point, asset prices and their ongoing
real values will come together.
RWW (RWW)
RWW [RWW] is traded in USA and was established 2008-11-10. The fund is classified under
Financial category within
Invesco family. RWW at this time have 36.05
M in assets. , while the total return for the last 3 years was 9.26%.
SPDR SP Capital (KCE)
SPDR SP Capital [KCE] is traded in USA and was established 2005-11-08. The fund is classified under
Financial category within
SPDR State Street Global Advisors family. SPDR SP Capital now have 101.27
M in assets. , while the total return for the last 3 years was 8.7%. At this time, the etf appears to be
fairly valued.
SPDR SP Capital has a current
Real Value of $107.42 per share. The regular price of the etf is $108.19. Our model measures the value of
SPDR SP Capital from examining the etf
fundamentals such as
number of employees of 12, and Price To Earning of
6.66 X as well as evaluating its
technical indicators and
probability of bankruptcy. In general, most investors recommend purchasing undervalued stocks and exiting overvalued stocks since, at some point future time, asset prices and their ongoing
real values will draw towards each other.
Invesco KBW Property (KBWP)
Invesco KBW Property [KBWP] is traded in USA and was established 2010-12-02. The fund is listed under
Financial category and is part of
Invesco family. Invesco KBW Property now have 283.27
M in assets. , while the total return for the last 3 years was 12.4%.
Current Money Funds Recommendations
Rifka Kats is a Member of Macroaxis Editorial Board. Rifka writes about retail product and service companies from the perspective of a regular consumer and sophisticated investor at the same time. She is passionate about corporate ethics and equality in the workforce.
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