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Upturn AI SWOT - About
Invesco S&P MidCap 400® Pure Growth ETF (RFG)
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Upturn Advisory Summary
07/31/2025: RFG (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 18.41% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 37.79 - 53.57 | Updated Date 06/30/2025 |
52 Weeks Range 37.79 - 53.57 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P MidCap 400® Pure Growth ETF
ETF Overview
Overview
The Invesco S&P MidCap 400u00ae Pure Growth ETF (RFG) seeks to track the investment results of the S&P MidCap 400u00ae Pure Growth Index, which measures the performance of the mid-capitalization growth segment of the U.S. equity market. It focuses on companies exhibiting strong growth characteristics within the mid-cap sector.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and track record in offering diverse ETF products.
Management Expertise
Invesco has experienced portfolio managers and analysts specializing in ETFs and index tracking strategies.
Investment Objective
Goal
To track the investment results of the S&P MidCap 400u00ae Pure Growth Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, investing in all or substantially all of the securities in the S&P MidCap 400u00ae Pure Growth Index in proportion to their weighting in the index.
Composition The ETF holds stocks of mid-sized U.S. companies that exhibit strong growth characteristics based on factors such as sales growth, earnings change to price, and momentum.
Market Position
Market Share: RFG's market share among mid-cap growth ETFs varies and is subject to change.
Total Net Assets (AUM): 876000000
Competitors
Key Competitors
- IWP
- RPG
- XJH
Competitive Landscape
The mid-cap growth ETF market is competitive, with several ETFs tracking similar indices or employing growth-oriented strategies. RFG competes on expense ratio, tracking error, and liquidity. A disadvantage is its focused approach that may lead to more volatile returns compared to diversified ETFs.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers and is subject to market fluctuations.
Benchmark Comparison: RFG's performance should be compared to the S&P MidCap 400u00ae Pure Growth Index to assess its tracking effectiveness.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average daily trading volume is moderate, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, minimizing transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment toward growth stocks can influence RFG's performance.
Growth Trajectory
RFG's growth trajectory is tied to the performance of the mid-cap growth segment, with potential changes in holdings based on index reconstitution and market movements.
Moat and Competitive Advantages
Competitive Edge
RFG offers a pure growth focus within the mid-cap space, potentially offering higher growth potential than broader market ETFs. Invesco's brand and distribution network provides access to a wide investor base. The ETF's objective, which follows an established index, aims to deliver returns aligned with the S&P MidCap 400u00ae Pure Growth Index. RFG differentiates itself by focusing on growth factors such as sales growth and earnings change.
Risk Analysis
Volatility
RFG may exhibit higher volatility compared to broader market ETFs due to its growth focus.
Market Risk
RFG is subject to market risk, particularly related to the performance of mid-cap growth stocks and sector-specific risks within its holdings.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to mid-cap growth stocks and willing to accept higher volatility for potentially higher returns.
Market Risk
RFG is best suited for long-term investors with a growth-oriented investment objective and a moderate to high risk tolerance.
Summary
The Invesco S&P MidCap 400u00ae Pure Growth ETF (RFG) offers focused exposure to mid-cap growth stocks, tracking the S&P MidCap 400u00ae Pure Growth Index. It is suitable for investors seeking potentially higher growth but prepared to accept increased volatility. Invesco's strong reputation and management expertise enhance the ETF's appeal. However, its performance is subject to market risk and sector-specific factors. The expense ratio is reasonable for a specialized ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- SEC Filings
- Financial Data Providers (e.g., Bloomberg, Reuters)
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 S&P MidCap 400® Pure Growth 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 securities that comprise the underlying index. The underlying index is composed of a subset of securities from the S&P MidCap 400® Index that exhibit strong growth characteristics.
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