(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
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 |
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%.
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%.
Invesco Dynamic Large Cap has no consensus analysts rating.
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% |