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Upturn AI SWOT - About
Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF)
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Upturn Advisory Summary
07/03/2025: PXF (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 -11.97% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 44.63 - 57.49 | Updated Date 06/29/2025 |
52 Weeks Range 44.63 - 57.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco FTSE RAFI Developed Markets ex-U.S. ETF
ETF Overview
Overview
The Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) seeks to track the investment results of the FTSE RAFI Developed ex U.S. 1000 Index, which measures the performance of fundamentally selected companies in developed markets, excluding the U.S.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing various ETF products.
Management Expertise
Invesco has a team of experienced investment professionals managing its ETFs, providing expertise in portfolio construction and index tracking.
Investment Objective
Goal
To track the investment results of the FTSE RAFI Developed ex U.S. 1000 Index.
Investment Approach and Strategy
Strategy: Tracks a specific index: FTSE RAFI Developed ex U.S. 1000 Index.
Composition Primarily holds stocks of companies in developed markets, excluding the U.S., selected and weighted based on fundamental factors such as book value, cash flow, sales, and dividends.
Market Position
Market Share: PXF's market share is moderate within the developed markets ex-U.S. ETF category.
Total Net Assets (AUM): 728000000
Competitors
Key Competitors
- Schwab Fundamental International Large Company Index ETF (FNDF)
- Vanguard FTSE Developed Markets ETF (VEA)
- iShares Core MSCI EAFE ETF (IEFA)
Competitive Landscape
The competitive landscape is dominated by large, low-cost ETFs like VEA and IEFA. PXF differentiates itself through its fundamental indexing approach. Advantages include potential for value investing, but disadvantages involve higher expense ratios and potential tracking error versus market-cap weighted indices.
Financial Performance
Historical Performance: Historical performance varies; investors should review past returns over different timeframes.
Benchmark Comparison: The ETF's performance should be compared to the FTSE RAFI Developed ex U.S. 1000 Index and other relevant benchmarks to assess its effectiveness.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting decent trading efficiency.
Market Dynamics
Market Environment Factors
Economic growth in developed markets outside the U.S., currency fluctuations, and geopolitical events influence PXF's performance.
Growth Trajectory
Growth depends on the performance of developed markets ex-US, factor performance (value focus), and investor flows.
Moat and Competitive Advantages
Competitive Edge
PXF's fundamental indexing strategy provides a differentiated approach compared to market-cap weighted ETFs. By selecting and weighting companies based on fundamental factors, PXF aims to capture value and potentially outperform the market. However, fundamental indexing may not always guarantee superior returns, and the fund's performance can be affected by the effectiveness of its selection and weighting process. Invesco's established reputation as an ETF provider also supports the fund's credibility and investor confidence.
Risk Analysis
Volatility
Historical volatility aligns with developed markets ex-U.S. equities.
Market Risk
Subject to market risks associated with international equities, including currency risk, political risk, and economic instability in developed markets.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to developed markets outside the U.S. with a preference for a fundamentally weighted approach.
Market Risk
Suitable for long-term investors looking for diversification and potential value opportunities in international equities.
Summary
Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) offers exposure to developed market equities outside the U.S. using a fundamental indexing strategy. It targets value by weighting companies based on factors like book value and cash flow. The ETF's performance is influenced by global economic conditions and currency movements. PXF may appeal to investors seeking a differentiated approach to international investing, but they should be aware of the potential for tracking error and the impact of the fundamental selection process.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should 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 Developed Markets ex-U.S. ETF
Exchange NYSE ARCA | 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 the securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of approximately 1,000 common stocks and is designed to track the performance of the largest developed market companies, excluding U.S. companies, based on the following four fundamental measures of company size: book value plus intangibles, adjusted cash flow, adjusted sales, dividend plus buybacks.
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.
