PRF:ARCA-Powershares FTSE RAFI US 1000 Portfolio

ETF | Large Value | NYSE Arca

Last Closing Price

USD 114.39

Change

+1.76 (+1.56)%

Market Cap

USD 5.35B

Volume

0.06M

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the FTSE RAFI US 1000 Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index was composed of approximately 1,000 U.S. stocks that FTSE International Limited and Research Affiliates LLC strictly in accordance with its guidelines and mandated procedures, included to track the performance of the largest U.S. equity stocks based on the following four fundamental measures: book value, cash flow, sales and dividends.

Inception Date: 19/12/2005

Primary Benchmark: FTSE RAFI US 1000 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.41%

Management Expense Ratio: 0.39 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-02-23 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
IWD iShares Russell 1000 Value 0.20 %

+1.94 (+1.58%)

USD 37.27B
VTV Vanguard Value 0.06 %

+1.62 (+1.53%)

USD 37.16B
DIA SPDR Dow Jones Industrial Aver.. 0.15 %

+3.42 (+1.37%)

USD 22.80B
VYM Vanguard High Dividend Yield 0.08 %

+1.39 (+1.64%)

USD 21.17B
SDY SPDR S&P Dividend 0.35 %

+1.22 (+1.33%)

USD 15.81B
IVE iShares S&P 500 Value 0.18 %

+1.76 (+1.57%)

USD 15.16B
SCHD Schwab US Dividend Equity 0.07 %

+0.72 (+1.43%)

USD 7.46B
SPLV PowerShares S&P 500 Low Volati.. 0.25 %

+0.77 (+1.65%)

USD 7.00B
HDV iShares Core High Dividend 0.10 %

+1.38 (+1.61%)

USD 6.38B
FVD First Trust VL Dividend 0.70 %

+0.44 (+1.47%)

USD 4.18B

ETFs Containing PRF

PXS:CA PowerShares FTSE RAFI U.S.. 99.97 % 0.57 %

+0.19 (+0.76%)

CAD 0.04B
PXS.U:CA PowerShares FTSE RAFI U.S.. 99.97 % 0.57 %

N/A

CAD 1.03M
PXU.F:CA PowerShares FTSE RAFI U.S.. 98.04 % 0.57 %

+0.13 (+0.33%)

CAD 0.15B
PXG.U:CA PowerShares FTSE RAFI Glo.. 39.98 % 0.61 %

N/A

CAD 1.37M
PXG:CA PowerShares FTSE RAFI Glo.. 39.98 % 0.61 %

+0.20 (+0.85%)

CAD 0.01B

Market Performance

  Market Performance vs.
Industry/Classification (Large Value)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.71% 63% D 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.71% 61% D- 61% D-
Trailing 12 Months  
Capital Gain 10.44% 62% D- 64% D
Dividend Return 1.73% 4% F 25% F
Total Return 12.17% 45% F 62% D-
Trailing 5 Years  
Capital Gain 69.72% 88% B+ 76% C
Dividend Return 13.02% 13% F 40% F
Total Return 82.74% 73% C 76% C
Average Annual (5 Year Horizon)  
Capital Gain 9.44% 83% B 73% C
Dividend Return 11.50% 62% D- 71% C-
Total Return 2.06% 36% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 9.34% 38% F 73% C
Risk Adjusted Return 123.16% 57% F 88% B+
Market Capitalization 4.43B 85% B 78% C+

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

PRF:ARCA-Powershares FTSE RAFI US 1000 Portfolio

ETF | Large Value | NYSE Arca

Last Closing Price

USD 114.39

Change

+1.76 (+1.56)%

Market Cap

USD 5.35B

Volume

0.06M

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

Values as of: 2018-02-23