Invesco FTSE RAFI US 1000 ETF: Insights and Performance

Investors eye Invesco FTSE RAFI US 1000 ETF (PRF) debuting in 2005. With broad exposure to large-cap value stocks and a 12-month trailing yield of 1.69%, ETF performance remains noteworthy amid market fluctuations.

Date: 21-02-2025

AI Rating: 6

Earnings Per Share (EPS): The report does not provide explicit details regarding EPS for the Invesco FTSE RAFI US 1000 ETF (PRF) or its underlying holdings.

Revenue Growth: There are no mentions of specific revenue growth figures or trends, making it difficult to assess revenue dynamics within the ETF.

Net Income: The analysis lacks details on net income which could be informative about the financial performance of the ETF's components.

Profit Margins (Gross, Operating, Net): No profit margin metrics were provided for PRF or its holdings, limiting insights into profitability.

Free Cash Flow (FCF): The report does not include data on free cash flow, which is essential for evaluating financial health and liquidity.

Return on Equity (ROE): There is no mention of ROE in this analysis, leaving out a key profitability measure for stock evaluation.

Overall, the performance of the ETF shows a return of about 5.63% year-to-date and approximately 19.49% over the last year, indicating a positive trajectory. Additionally, the annual operating expenses of 0.39% are competitive within the category. Its substantial size of over $7.81 billion enhances liquidity and investor interest.

The ETF's top holdings include well-known companies such as JPMorgan Chase & Co (JPM), Apple Inc (AAPL), and Berkshire Hathaway Inc (BRK/B), which are likely to impact its performance positively, considering their strong market presence and performance.

As ETFs are generally designed to provide diversified exposure, PRF minimizes single stock risk, thus portraying a balanced risk profile. Stakeholders may find value in this ETF due to its focus on large-cap value stocks and relatively low expense ratio.

Stocks: JPM AAPL BRK/B