UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
📎 Investment Objective
The Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) seeks to track the performance of an index that measures the performance of U.S. large- and mid-cap companies that have seen an improvement in their Bloomberg Analyst Rating over the past year.
Overview
ETF tracking Invesco Bloomberg Analyst Rating Improvers ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) seeks to track the performance of an index that measures the performance of U.S. large- and mid-cap companies that have seen an improvement in their Bloomberg Analyst Rating over the past year.
🎯 Investment Strategy
The ETF uses a passive, index-based approach to invest in a portfolio of U.S. stocks that have experienced a positive change in their Bloomberg Analyst Rating over the past 12 months. The index is designed to provide exposure to companies that are seeing increased analyst sentiment and positive rating revisions.
✨ Key Features
- Tracks an index of U.S. large- and mid-cap stocks with improving analyst ratings
- Passive, index-based investment approach
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Concentration risk as the fund is focused on a specific subset of the U.S. equity market
- Potential for higher volatility compared to broad market indexes
- Limited performance history makes it difficult to evaluate long-term returns
- Reliance on analyst ratings, which may not always accurately predict future performance
👤 Best For
This ETF may be suitable for investors seeking exposure to U.S. equities with the potential for improved analyst sentiment and rating revisions. However, due to the fund's limited track record, it may be more appropriate for investors with a higher risk tolerance and a longer investment horizon.