#fundamental-indexing

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#small-mid-cap #value-investing #concentration-risk #invesco-prf #value-tilt #large-cap-us-stocks
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from24/7 Wall St.
4 days ago

Invesco's 1,500 Stock ETF Gained 227% While Everyone Forgot About Small Caps

PRFZ provides fundamentally weighted exposure to 1,500 US small- and mid-cap stocks, reducing concentration risk and favoring value-oriented, cash-generating companies.
from24/7 Wall St.
5 days ago

Invesco's 276% ETF Flips Normal S&P 500 Rules And Still Wins Big | PRF, VOO

When market volatility sends speculative stocks on wild rides and mega-cap tech names dominate headlines, some investors look for a different approach: fundamental indexing. Invesco RAFI US 1000 ETF ( NYSEARCA:PRF) offers exposure to U.S. large-cap stocks weighted not by market capitalization, but by fundamental metrics like sales, cash flow, and dividends. The question is whether this methodology delivers enough differentiation to justify its place in a portfolio.
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