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Upturn AI SWOT - About
Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ)
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Upturn Advisory Summary
10/24/2025: PRFZ (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 22.79% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 32.44 - 45.38 | Updated Date 06/29/2025 |
52 Weeks Range 32.44 - 45.38 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco FTSE RAFI US 1500 Small-Mid ETF
ETF Overview
Overview
The Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) seeks to track the investment results of the FTSE RAFI US 1500 Mid-Small Index, which is composed of U.S. small and mid-capitalization stocks, selected based on fundamental factors.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs and other investment products.
Management Expertise
Invesco has a dedicated team of investment professionals with experience in factor-based investing and ETF management.
Investment Objective
Goal
To track the investment results of the FTSE RAFI US 1500 Mid-Small Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'full replication' strategy, meaning it generally invests in all of the securities comprising the underlying index in proportion to their weightings in the index.
Composition The ETF holds a diversified portfolio of U.S. small and mid-cap stocks selected based on fundamental factors such as book value, cash flow, sales, and dividends.
Market Position
Market Share: Data Unavailable.
Total Net Assets (AUM): 631680000
Competitors
Key Competitors
- VIOO
- IWR
- IJH
- XJH
Competitive Landscape
The small and mid-cap ETF market is competitive, with various providers offering different indexing strategies and expense ratios. PRFZ distinguishes itself by using a fundamental indexing approach. Competitors using market-cap weighting might offer lower expense ratios. However, PRFZ's fundamental weighting aims for potentially better long-term risk-adjusted returns.
Financial Performance
Historical Performance: Historical performance data unavailable in structured format. Consult financial resources for specific return figures.
Benchmark Comparison: Benchmark comparison data unavailable in structured format. Consult financial resources for comparative performance.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward small and mid-cap stocks can significantly impact the ETF's performance.
Growth Trajectory
The growth trajectory of PRFZ depends on the performance of its underlying index and the continued interest in fundamentally weighted investment strategies. Strategic changes are publicly available in its prospectus.
Moat and Competitive Advantages
Competitive Edge
PRFZ's competitive edge lies in its fundamentally weighted approach, which aims to select stocks based on financial health rather than market capitalization. This methodology potentially mitigates the risks associated with overvalued stocks and may lead to superior long-term performance. The fund's strategic asset allocation gives it a distinct advantage over purely market-cap weighted competitors. Its focus on financially sound companies, combined with Invesco's ETF expertise, differentiates it from other funds.
Risk Analysis
Volatility
The ETF's volatility is expected to be similar to other small and mid-cap equity ETFs, which are generally more volatile than large-cap stocks.
Market Risk
The ETF is subject to market risk, meaning its value can fluctuate based on overall market conditions and the performance of the underlying small and mid-cap stocks.
Investor Profile
Ideal Investor Profile
PRFZ is suitable for investors seeking exposure to U.S. small and mid-cap stocks with a focus on fundamental value. Ideal investors are those who believe in the long-term benefits of fundamental indexing.
Market Risk
PRFZ is best suited for long-term investors seeking diversification and potential outperformance through a factor-based investment strategy.
Summary
The Invesco FTSE RAFI US 1500 Small-Mid ETF provides access to U.S. small and mid-cap stocks selected based on fundamental factors. It offers a unique weighting strategy that aims to improve risk-adjusted returns compared to market-cap weighted indexes. Investors should be aware of the market risk and expense ratio associated with this type of ETF. PRFZ is designed for long-term investors seeking diversified exposure to small and mid-sized companies that are financially strong.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 FTSE RAFI US 1500 Small-Mid 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 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of approximately 1,500 common stocks and is designed to track the performance of small- and medium-sized U.S. companies based on the following four fundamental measures of firm size: book value, cash flow, sales and dividends.
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