Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco RAFI Strategic US ETF (IUS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: IUS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 19% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.93 | 52 Weeks Range 42.79 - 51.74 | Updated Date 06/29/2025 |
52 Weeks Range 42.79 - 51.74 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco RAFI Strategic US ETF
ETF Overview
Overview
The Invesco RAFI Strategic US ETF (PRFZ) is designed to provide exposure to U.S. companies selected based on fundamental measures like book value, cash flow, sales, and dividends, rather than market capitalization. It aims to outperform traditional market-cap weighted indices by capitalizing on potential undervaluation.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in the ETF market.
Management Expertise
Invesco has a team of experienced investment professionals managing their ETFs, leveraging quantitative analysis and fundamental research.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation by investing in fundamentally sound U.S. companies.
Investment Approach and Strategy
Strategy: The ETF tracks the RAFI Fundamental US Index, which selects and weights companies based on fundamental factors.
Composition The ETF primarily holds U.S. stocks across various sectors, selected and weighted based on fundamental factors such as sales, cash flow, book value, and dividends.
Market Position
Market Share: The ETF's market share varies depending on the specific definition of the 'strategic beta' or 'fundamental indexing' segment. PRFZ holds a respectable share but does not dominate the entire market.
Total Net Assets (AUM): 1636000000
Competitors
Key Competitors
- Schwab Fundamental U.S. Broad Market ETF (FNDB)
- iShares Edge MSCI Multifactor USA ETF (LRGF)
- Vanguard Value ETF (VTV)
Competitive Landscape
The strategic beta ETF market is competitive, with various funds employing different weighting methodologies. PRFZ's RAFI methodology, which focuses on fundamental metrics, differentiates it. However, other ETFs may have lower expense ratios or different factor tilts, potentially appealing to different investors. PRFZ advantages are its focus on fundamental factors, while its disadvantages include higher expense ratios than some market-cap weighted alternatives.
Financial Performance
Historical Performance: Historical performance data is unavailable, requires live data or API connection.
Benchmark Comparison: Benchmark comparison data is unavailable, requires live data or API connection.
Expense Ratio: 0.0039
Liquidity
Average Trading Volume
The ETF's average daily trading volume indicates moderate liquidity, generally sufficient for most retail investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting adequate liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence the performance of PRFZ. Factors like interest rate changes and economic growth rates affect stock valuations and the underlying companies' performance.
Growth Trajectory
Growth trends depend on the relative performance of fundamentally weighted indices versus market-cap weighted indices, and any strategic changes involve adapting to evolving market conditions while maintaining its core fundamental-based strategy.
Moat and Competitive Advantages
Competitive Edge
PRFZ's competitive advantage lies in its fundamentally weighted approach, aiming to identify undervalued companies. This strategy can potentially outperform market-cap weighted indices during periods when fundamental factors drive market returns. Invesco's experience in factor-based investing and the established RAFI methodology provide a degree of credibility. This approach might appeal to investors seeking alternatives to market-cap weighting and those who believe fundamental analysis can identify undervalued opportunities.
Risk Analysis
Volatility
Historical volatility data requires live data or API connection.
Market Risk
PRFZ is subject to market risk, reflecting the inherent risks of investing in equities. Specific risks include underperformance relative to market-cap weighted indices during certain market cycles, sector concentration risk, and potential errors in fundamental valuation.
Investor Profile
Ideal Investor Profile
The ideal investor for PRFZ is one seeking long-term capital appreciation with a focus on fundamental value and a willingness to potentially deviate from market-cap weighted index returns. Investors with a moderate to high risk tolerance, seeking diversification and a focus on value and profitability may find this ETF suitable.
Market Risk
PRFZ is suitable for long-term investors seeking diversification and potential outperformance through fundamental factor exposure.
Summary
The Invesco RAFI Strategic US ETF (PRFZ) offers exposure to U.S. equities using a fundamental weighting methodology. Its goal is long-term capital appreciation by identifying and investing in companies based on sales, cash flow, book value, and dividends. While it presents an alternative to market-cap weighting, potential investors should consider its expense ratio and market risks. PRFZ is suitable for long-term investors with tolerance who seek returns through fundamentally sound companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco, ETF.com, Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and risk tolerance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco RAFI Strategic US ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The Adviser employs a full replication methodology in seeking to track the underlying index, meaning that the fund generally invests in all of the securities comprising the index in proportion to their weightings in the index. The index is designed to measure the performance of equity securities of U.S. companies that tend to have larger, higher quality businesses.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.