Stock Events

Invesco Bloomberg Analyst Rating Improvers 

$68.11
0
-$0.66-0.96% Today

Statistics

Day High
68.92
Day Low
68.11
52W High
69.08
52W Low
50.12
Volume
5,715
Avg. Volume
1,448
Mkt Cap
111.7M
P/E Ratio
0
Dividend Yield
1.26%
Dividend
0.86

Upcoming

Dividends

1.26%Dividend Yield
10Y Growth
N/A
5Y Growth
55.05%
3Y Growth
N/A
1Y Growth
N/A

People Also Follow

This list is based on the watchlists of people on Stock Events who follow UPGD. It's not an investment recommendation.

Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.
Vanguard Growth
VUG
Mkt Cap138.28B
Vanguard Growth ETF focuses on growth stocks, directly competing with RYJ's growth-oriented investment strategy.
iShares Russell 1000 Growth
IWF
Mkt Cap100.39B
iShares Russell 1000 Growth ETF targets large and mid-cap growth stocks, similar to RYJ's investment focus.
Schwab U.S. Large-Cap Growth
SCHG
Mkt Cap31.83B
Schwab U.S. Large-Cap Growth ETF aims at large-cap growth stocks, competing in the same space as RYJ.
iShares S&P 500 Growth
IVW
Mkt Cap54.65B
iShares S&P 500 Growth ETF is focused on S&P 500 companies with growth characteristics, aligning with RYJ's growth investment strategy.
SPDR Portfolio S&P 500 Growth
SPYG
Mkt Cap30B
SPDR Portfolio S&P 500 Growth ETF tracks growth stocks in the S&P 500, similar to RYJ's investment approach.
Vanguard S&P 500 Growth
VOOG
Mkt Cap12.31B
Vanguard S&P 500 Growth ETF is designed to track the performance of growth stocks in the S&P 500, competing with RYJ.
Vanguard Mega Cap Growth
MGK
Mkt Cap22.33B
Vanguard Mega Cap Growth ETF invests in large-cap growth stocks, offering a similar investment focus to RYJ.
iShares Core S&P U.S.Growth
IUSG
Mkt Cap19.57B
iShares Core S&P U.S. Growth ETF focuses on U.S. growth stocks across all cap sizes, competing with RYJ's strategy.
First Trust Multi Cap Growth AlphaDEX Fund
FAD
Mkt Cap210.05M
First Trust Multi Cap Growth AlphaDEX Fund selects stocks based on growth factors, similar to RYJ's selection criteria.
Invesco S&P 500 Pure Growth
RPG
Mkt Cap1.65B
Invesco S&P 500 Pure Growth ETF focuses strictly on growth stocks within the S&P 500, making it a direct competitor to RYJ in targeting growth-oriented investments.

About

UPGD tracks an index of stocks with the most improved consensus ratings based on analyst recommendations. From a starting universe of large- and mid-cap US companies, the fund considers stocks with more than 10 analysts covering it. The fund screens out stocks without sufficient trading volume or analyst ratings. Using Bloomberg Analyst Recommendations (ANR) derived from various financial institutions, an ANR score is generated with a scale of 1 to 5 (5 indicating a strong buy rating). The fund considers stocks with ratings of less than 4 and more than 1. Securities then receive an ANR Improvers Score, combining improvements over the previous 6 and 12 months. The fund selects the top 50 companies with the best scores, which are then weighted equally. The index is reconstituted and rebalanced quarterly. The fund underwent reorganizations without changing strategies since 2008. Prior to Mar. 25, 2024, the fund was called Invesco Raymond James SB-1 Equity ETF, trading with the ticker RYJ.
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CEO
Country
US
ISIN
US46137V5223

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