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Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)

63.11
-1.00
(-1.55%)
At close: 3:51:06 PM EDT
Loading Chart for UPGD
  • Previous Close 64.11
  • Open 61.76
  • Bid 63.17 x 1200
  • Ask 63.26 x 1000
  • Day's Range 61.76 - 64.30
  • 52 Week Range 61.76 - 75.85
  • Volume 1,804
  • Avg. Volume 1,796
  • Net Assets 105.83M
  • NAV 64.18
  • PE Ratio (TTM) 18.62
  • Yield 1.26%
  • YTD Daily Total Return -7.26%
  • Beta (5Y Monthly) 1.03
  • Expense Ratio (net) 0.40%

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations (“ANR”), an affiliate of the index provider.

Invesco

Fund Family

Mid-Cap Blend

Fund Category

105.83M

Net Assets

2006-05-19

Inception Date

Performance Overview: UPGD

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Trailing returns as of 4/4/2025. Category is Mid-Cap Blend.

YTD Return

UPGD
7.26%
Category
4.55%
 

1-Year Return

UPGD
0.41%
Category
0.13%
 

3-Year Return

UPGD
2.33%
Category
4.46%
 

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Holdings: UPGD

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Sector Weightings

SectorUPGD
Industrials   26.04%
Technology   17.32%
Healthcare   7.65%
Utilities   6.81%
Energy   6.52%
Real Estate   0.00%

Recent News: UPGD

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Research Reports: UPGD

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