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Invesco FTSE RAFI US 1000 ETF(PRF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PRF
11/13/2026: PRF (3-star) is a REGULAR-BUY. BUY for 19 days. Simulated Profits (0.64%). Updated daily EoD!
The Invesco FTSE RAFI US 1000 ETF (PRF) offers broad exposure to 1,000 large-cap US equities, but uniquely weights them by fundamental factors like cash flow and dividends rather than market price. This approach serves as a smart-beta core equity holding that helps mitigate the risk of overpaying for stocks in expensive, cap-weighted benchmarks. While it carries a slightly higher expense ratio than passive market-cap funds, it is highly liquid and backed by the institutional expertise of Invesco. Investors should monitor market cycles, as the fund may underperform during periods dominated by speculative growth rallies. It is best suited for long-term investors who prioritize fundamental strength and valuation discipline over chasing market trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fundamental weighting may underweight high-growth momentum stocks compared to a standard S&P 500 index. |
| Momentum investor | Weak fit | The fund's systematic rebalancing process does not prioritize price momentum, making it less suitable for trend-following strategies. |
| Value investor | Strong fit | The fundamental approach inherently tilts toward value-oriented metrics, making it an excellent core holding for value investors. |
| Dividend/Income investor | Strong fit | Dividends are a key factor in the fund's weighting methodology, naturally resulting in a portfolio with meaningful dividend yield. |
| Low-risk investor | Mixed fit | While more diversified than a tech-heavy index, it remains a pure equity product subject to full market volatility. |
Investor Profile
Ideal Investor Profile
Long-term investors who believe in fundamental analysis and want a more balanced approach to US large-cap exposure than market-cap weighting provides.
Suitability
Best suited for passive index followers seeking a long-term core equity position with a systematic value tilt.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As a large-cap equity fund, it will experience standard market fluctuations corresponding to the broader US economy. |
| Market risk | Medium / high | The fund is fully exposed to systemic equity market downturns. |
| Concentration | Low | Holding 1,000 stocks provides superior diversification compared to narrow-sector or small-cap funds. |
| Tracking/expense | Low | The fund is well-managed with a long history of tracking its index effectively at a reasonable cost. |
| Liquidity | Low | High trading volume in the underlying large-cap holdings makes liquidity risk minimal for most investors. |
| Business/sector quality | Low | The fundamental weighting approach filters out companies with weak financials, improving overall portfolio quality. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
PRF exhibits volatility consistent with the broader US large-cap market, though its fundamental tilt can sometimes dampen extremes relative to growth-heavy indices.
Market Risk
The fund is fully exposed to equity market risk; if the US economy enters a recession, the value of the underlying 1,000 stocks will decline regardless of their fundamental metrics.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap US Equities (Fundamental Weighting) | 99 | This provides broad exposure to the largest 1,000 US companies based on financial strength rather than stock price valuation. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A minor cash position is maintained for liquidity and to manage daily operational flows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 49.65% | Avg. Invested days 87 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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