(PRFZ) FTSE RAFI US 1500 Small-Mid - NASDAQ

ETF Category: Small Blend | Exchange: NASDAQ (USA) | Market Cap: 2.654m USD | Total Return: 36.1% in 12m

Small-Cap Stocks, Mid-Cap Stocks, Value Stocks, U.S. Equities
Total Rating 66
Safety 61
Buy Signal 0.16
Small Blend
Category Rotation: +0.5
TER: 0.39%
AUM: 2.65B
Avg Turnover: 4.23M
Risk 3d forecast
Volatility18.2%
VaR 5th Pctl3.22%
VaR vs Median-1.80%
Reward TTM
Sharpe Ratio1.56
Rel. Str. IBD69.1
Rel. Str. Peer Group44.7
Character TTM
Beta1.062
Beta Downside1.127
Hurst Exponent0.453
Drawdowns 3y
Max DD26.53%
CAGR/Max DD0.69
CAGR/Mean DD3.61

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: PRFZ FTSE RAFI US 1500 Small-Mid

The Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) is a passively managed exchange-traded fund that aims to replicate the performance of an underlying index composed of roughly 1,500 small- and medium-sized U.S. companies. The fund commits at least 90% of its total assets to the securities that make up this index, keeping portfolio composition closely tied to the benchmark.

Unlike traditional market-capitalization-weighted indices, PRFZs underlying index selects and weights stocks based on four fundamental measures of firm size: book value, cash flow, sales, and dividends. This fundamentally-weighted approach, developed by Research Affiliates (RAFI), tends to favor companies with higher tangible economic footprint rather than those with elevated share prices, offering an alternative weighting methodology within the U.S. small- and mid-cap segment. PRFZ is listed on NASDAQ and falls into the small-blend ETF category, providing diversified exposure to U.S. equities outside the large-cap space.

Headlines to Watch Out For
  • Small-cap stocks rebound as Fed signals rate cuts
  • AUM expands on inflows to fundamental-weighted indexing
  • Competition intensifies from Vanguard and iShares small-mid funds
What is the price of PRFZ shares?

As of June 29, 2026, the stock is trading at USD 54.78 with a total of 171,710 shares traded. Over the past week, the price has changed by +2.94%, over one month by +5.61%, over three months by +19.75% and over the past year by +36.14%.

Current recommended Stop Loss: 53.60 (which is 2.2% or 1.3 ATR below the current price).

Is PRFZ a buy, sell or hold?

FTSE RAFI US 1500 Small-Mid has no consensus analysts rating.