PWB:ARCA-PowerShares Dynamic LargeCap Growth (USD)

ETF | Large Growth | NYSE Arca

Last Closing

USD 95.9228

Change

0.00 (0.00)%

Market Cap

USD 0.41B

Volume

6.41K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dynamic Large Cap Growth IntellidexSM Index. The fund generally will invest at least 90% of its total assets in common stocks of large capitalization companies that comprise the underlying intellidex. NYSE Group, Inc. considers a company to be a large capitalization company if it falls within the underlying intellidex model. The underlying intellidex for the fund is composed of 50 large capitalization U.S. growth stocks that the intellidex provider includes principally on the basis of their capital appreciation potential.

Inception Date: 03/03/2005

Primary Benchmark: Dynamic Large Cap Grth Intellidex TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.57%

Management Expense Ratio: 0.55 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CVE Cenovus Energy Inc 3.59 %
EMMA Emmaus Life Sciences Inc 3.50 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-31 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

+0.40 (+0.39%)

USD 30.08B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

+1.28 (+0.38%)

USD 12.40B
IWY iShares Russell Top 200 Growth.. 0.20 %

+0.65 (+0.30%)

USD 10.80B
SPGP Invesco S&P 500 GARP ETF 0.36 %

+1.26 (+1.26%)

USD 4.24B
JMOM JPMorgan U.S. Momentum Factor .. 0.12 %

+0.51 (+0.93%)

USD 1.05B
FQAL Fidelity® Quality Factor ETF 0.30 %

+0.45 (+0.71%)

USD 1.03B
QGRO American Century U.S. Quality .. 0.00 %

+0.81 (+0.92%)

USD 0.84B
SFY SoFi Select 500 0.00 %

+0.09 (+0.45%)

USD 0.81B
BIBL Northern Lights Fund Trust IV .. 0.35 %

+0.36 (+0.92%)

USD 0.33B
GVIP Goldman Sachs Hedge Industry V.. 0.45 %

+1.26 (+1.10%)

USD 0.28B

ETFs Containing PWB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 23.45% 92% A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.45% 92% A 85% B
Trailing 12 Months  
Capital Gain 33.02% 92% A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.02% 92% A 85% B
Trailing 5 Years  
Capital Gain 94.53% 64% D 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 94.53% 64% D 82% B
Average Annual (5 Year Horizon)  
Capital Gain 14.89% N/A N/A 78% C+
Dividend Return 15.05% N/A N/A 75% C
Total Return 0.16% N/A N/A 4% F
Risk Return Profile  
Volatility (Standard Deviation) 21.79% N/A N/A 47% F
Risk Adjusted Return 69.06% N/A N/A 84% B
Market Capitalization 0.41B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike