The Invesco PureBeta SM Financials/Real Estate ETF is issued by Invesco, a leading global provider of exchange-traded funds (ETFs) and other investment products. This ETF seeks to replicate the performance of the S&P SmallCap 600® Index, focusing on small-capitalization U.S. companies primarily engaged in financial services and real estate sectors. Invesco's commitment to providing investors with diversified and cost-effective investment solutions is reflected in the strategy and construction of the PSCF ETF.
While the PSCF ETF (PSCF) primarily focuses on small-capitalization U.S. companies in the financials and real estate sectors, it still offers dividend distributions in line with its underlying index, the S&P SmallCap 600® Index. Dividend eligibility is determined by the individual dividend policies of constituent companies, which are principally engaged in providing financial services, including banking, insurance, and real estate management. As of October 31, 2023, the Underlying Index consisted of 172 securities, reflecting a diverse range of small-cap companies with market capitalizations ranging from $304.5 million to $4.2 billion. Investors in PSCF may benefit from quarterly dividend distributions alongside potential capital appreciation, though the ETF's focus remains on tracking the performance of small-cap financial and real estate companies.
Tracking the financials and real estate sectors is the primary objective of the Invesco S&P SmallCap Financials & Real Estate ETF (PSCF). This ETF invests at least 90% of its total assets in securities from the Underlying Index, which is meticulously maintained by S&P Dow Jones Indices, LLC. The Underlying Index is designed to measure the performance of small-capitalization U.S. companies within the financials and real estate sectors, including entities engaged in banking, insurance, real estate investment trusts (REITs), and real estate management. As of October 31, 2023, the Underlying Index consisted of 172 securities with market capitalizations ranging from $304.5 million to $4.2 billion. PSCF employs a full replication methodology, meaning it seeks to mirror the composition of the Underlying Index, offering investors a comprehensive exposure to this segment.
The correlation aspect of the Invesco S& SmallCap Financials ETF (PSCF) is crucial in understanding its behavior relative to the small-cap financial sector within the U.S. equity market. Given its focus on small-capitalization companies in the financials and real estate sectors, as defined by the Global Industry Classification Standard (GICS®), PSCF's correlation tends to reflect the performance of these sectors. Investors seeking exposure to small-cap financials often utilize PSCF's correlation data for hedging, diversification, and risk management strategies.
The PSCF ETF, or the Invesco S&P SmallCap Financials & Real Estate ETF, primarily invests in small-capitalization U.S. companies within the financials and real estate sectors. These sectors encompass businesses involved in providing financial services and products, such as banking, insurance, diversified financials, real estate investment trusts (REITs), and real estate management and development. The ETF tracks the performance of the Underlying Index, which selects constituents from the S&P SmallCap 600® Index. As of recent data, the Underlying Index comprised 172 securities, ranging in market capitalizations from $304.5 million to $4.2 billion. The ETF employs a full replication methodology, investing in all securities of the Underlying Index in proportion to their weightings. While the ETF may concentrate its investments in specific industries to reflect the composition of the Underlying Index, it generally avoids overexposure to any single industry or group of industries.
The Invesco S&P SmallCap Financials & Real Estate ETF (PSCF) offers investors exposure to the small-capitalization U.S. companies operating in the financials and real estate sectors. This ETF seeks to replicate the performance of the S&P SmallCap 600® Index, focusing on companies primarily engaged in providing financial services, insurance, banking, and real estate management and development. With its emphasis on small-cap companies within these sectors, PSCF provides investors with an opportunity to tap into the growth potential inherent in these dynamic areas of the U.S. economy. Investors seeking exposure to small-cap financial and real estate companies can utilize PSCF as a strategic component within their investment portfolios.
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