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Upturn AI SWOT - About
Invesco S&P MidCap 400 Revenue ETF (RWK)
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Upturn Advisory Summary
08/14/2025: RWK (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 13.59% | Avg. Invested days 49 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.26 | 52 Weeks Range 92.86 - 126.06 | Updated Date 06/30/2025 |
52 Weeks Range 92.86 - 126.06 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P MidCap 400 Revenue ETF
ETF Overview
Overview
The Invesco S&P MidCap 400 Revenue ETF (RFV) seeks to track the investment results of the S&P MidCap 400 Revenue-Weighted Index. It focuses on mid-cap U.S. equities, weighting them by revenue instead of market capitalization. This strategy aims to provide exposure to companies with high revenue generation within the mid-cap space.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history of providing various investment products, including ETFs. They are known for their extensive range of ETFs covering different asset classes and investment strategies.
Management Expertise
Invesco has a team of experienced investment professionals managing its ETFs, leveraging their expertise in portfolio management, index tracking, and risk management.
Investment Objective
Goal
The primary investment goal is to track the investment results of the S&P MidCap 400 Revenue-Weighted Index.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P MidCap 400 Revenue-Weighted Index.
Composition The ETF holds a diversified portfolio of mid-cap U.S. equities, weighted based on their revenue. It primarily consists of common stocks of companies included in the S&P MidCap 400 Index.
Market Position
Market Share: RFV holds a modest market share within the mid-cap revenue-weighted ETF segment.
Total Net Assets (AUM): 434950000
Competitors
Key Competitors
- First Trust Mid Cap Value AlphaDEX ETF (FNX)
- Invesco S&P MidCap Momentum ETF (XJH)
- SPDR S&P MidCap 400 ETF Trust (MDY)
Competitive Landscape
The competitive landscape involves ETFs with different weighting methodologies. RFV's revenue-weighted approach differentiates it. Advantages include potential for capturing revenue growth. Disadvantages include higher expense ratios compared to market-cap weighted alternatives, and possible overexposure to certain sectors during particular phases of economic cycles. It also carries the risk of being exposed to companies that could have high revenues but low or negative profits.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data providers. Review the ETFu2019s performance over different time periods to understand its track record.
Benchmark Comparison: Compare the ETFu2019s performance to the S&P MidCap 400 Index to gauge its effectiveness.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume indicates its liquidity, with higher volume generally indicating easier buying and selling of shares.
Bid-Ask Spread
A narrow bid-ask spread suggests high liquidity, reflecting a lower cost of trading for investors.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions affecting mid-cap equities influence RFV's performance.
Growth Trajectory
Track growth trends and patterns of RFV, including changes to strategy and holdings which are relatively stable as it tracks an index.
Moat and Competitive Advantages
Competitive Edge
RFV's revenue-weighting approach is its primary competitive advantage. It aims to capture companies with strong revenue generation, potentially outperforming market-cap weighted indices during certain economic cycles. This unique weighting methodology can provide exposure to companies with higher revenue growth potential. However, it's crucial to remember that revenue generation doesn't always translate to profitability, which is a crucial metric.
Risk Analysis
Volatility
Assess RFVu2019s historical volatility (e.g., standard deviation) relative to the S&P MidCap 400 Index.
Market Risk
Market risk involves potential losses due to adverse market movements impacting the underlying mid-cap equities.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to mid-cap companies with strong revenue generation may find this ETF suitable.
Market Risk
RFV may be suitable for long-term investors seeking diversified mid-cap exposure, but it's also appropriate for investors pursuing a revenue-weighted strategy.
Summary
The Invesco S&P MidCap 400 Revenue ETF (RFV) offers a unique approach to mid-cap investing by weighting companies based on revenue. This strategy aims to capture companies with strong revenue generation. While it can potentially outperform during certain market cycles, it also carries the risks associated with revenue weighting, such as exposure to companies with low profitability. Investors should consider their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco.com
- etfdb.com
- Morningstar.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial professional.
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 Revenue 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 index. The index is designed to measure the performance of positive revenue-producing constituent securities of the S&P MidCap 400 ® Index (the "Parent index"). The Parent index is comprised of common stocks of approximately 400 mid-capitalization companies that generally represent the mid-cap universe of the U.S. equity market.
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.