Key stats
About INVESCO EXCHANGE TRADED FD TR DYNAMIC LARGE CAP VALUE ETF
Home page
Inception date
Mar 3, 2005
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
PWV's quant-based take on the US large-cap value space tries to outperform the market. The proprietary selection methodology uses 10-factors that attempts to screen for companies with the greatest capital appreciation potential. The factors goes into a systematic isolation process to segregate companies into their appropriate investment style. Its tiered weighting scheme allocates 50% of the fund's assets equally to the 15 largest companies by market cap and the other 50% equally to the remaining 35 holdings. The resulting portfolio maintains a tight, concentrated focus on large-caps and ignores midcaps. PWV's methodology means that sector biases are present and may change over time. The Index is rebalanced and reconstituted quarterly starting each February. Prior to August 28, 2023, the ETF's name was Invesco Dynamic Large Cap Value ETF.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Energy Minerals
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.