(PWV) Invesco Dynamic Large Cap - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46137V7385

PWV: Large-Cap Stocks, Value Stocks, Equity Securities

The Invesco Dynamic Large Cap Value ETF (PWV) is designed to track the performance of the Dynamic Large Cap Value Intellidex Index, which focuses on large-capitalization U.S. stocks exhibiting strong value characteristics. The fund typically allocates at least 90% of its assets to securities included in this index. The index provider employs a rules-based methodology to select stocks with potential for capital appreciation, emphasizing value metrics such as price-to-earnings ratio and dividend yield. This approach aims to identify undervalued companies with growth potential. For more information, visit http://www.invesco.com/us.

Based on the provided data, PWVs short-term technical outlook appears neutral, with the SMA 20 slightly below the SMA 50 and SMA 200, suggesting recent weakness. However, the moderate ATR of 1.43 indicates manageable volatility. The funds AUM of $965.52 million reflects its stability and investor confidence. Considering the current market conditions and the focus on value stocks, which may gain traction in a rising interest rate environment, PWV could experience steady performance in the near term, supported by its diversified exposure to large-cap value equities.

Additional Sources for PWV ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

PWV ETF Overview

Market Cap in USD 1,048m
Category Large Value
TER 0.55%
IPO / Inception 2005-03-03

PWV ETF Ratings

Growth Rating 78.7
Fundamental -
Dividend Rating 55.2
Rel. Strength 2.59
Analysts -
Fair Price Momentum 61.42 USD
Fair Price DCF -

PWV Dividends

Dividend Yield 12m 2.24%
Yield on Cost 5y 4.33%
Annual Growth 5y 2.85%
Payout Consistency 96.2%
Payout Ratio %

PWV Growth Ratios

Growth Correlation 3m 58.6%
Growth Correlation 12m 57.2%
Growth Correlation 5y 92.5%
CAGR 5y 14.69%
CAGR/Max DD 5y 0.90
Sharpe Ratio 12m 0.73
Alpha 4.43
Beta 0.777
Volatility 11.99%
Current Volume 30k
Average Volume 20d 41.1k
What is the price of PWV shares?
As of June 17, 2025, the stock is trading at USD 60.78 with a total of 29,975 shares traded.
Over the past week, the price has changed by +0.55%, over one month by +0.21%, over three months by +3.21% and over the past year by +14.28%.
Is Invesco Dynamic Large Cap a good stock to buy?
Yes. Based on ValueRay´s Analyses, Invesco Dynamic Large Cap (NYSE ARCA:PWV) is currently (June 2025) a good stock to buy. It has a ValueRay Growth Rating of 78.72 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of PWV is around 61.42 USD . This means that PWV is currently overvalued and has a potential downside of 1.05%.
Is PWV a buy, sell or hold?
Invesco Dynamic Large Cap has no consensus analysts rating.
What are the forecasts for PWV share price target?
According to our own proprietary Forecast Model, PWV Invesco Dynamic Large Cap will be worth about 69.7 in June 2026. The stock is currently trading at 60.78. This means that the stock has a potential upside of +14.71%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 69.7 14.7%