Invesco S&P SmallCap 600 Pure Growth ETF
RZG
Market cap $112M

51.97 USD

+1.60

3.18%

At close Dec 24, 4:00 PM EST

1 day

3.18%

5 days

-1.16%

1 month

-6.53%

3 months

1.13%

6 months

10.72%

Year to date

15.11%

1 year

12.25%

5 years

31.17%

10 years

93.20%

0

Funds holding %

of 6,809 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

9% more funds holding

Funds holding: 46 [Q2] → 50 (+4) [Q3]

6% more capital invested

Capital invested by funds: $47.1M [Q2] → $49.8M (+$2.71M) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

1.14% less ownership

Funds ownership: 46.28% [Q2] → 45.13% (-1.14%) [Q3]

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Research analyst outlook

We haven’t received any recent analyst ratings for RZG.

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Financial journalist opinion

RZG: Why The Pure Growth Approach For Small-Cap Stocks Hasn't Worked

RZG aims to select S&P SmallCap 600 Index stocks with the strongest growth features. Its expense ratio is 0.35% and the fund has $115 million in assets under management. However, my analysis reveals its growth features are worse than most of its peers, including well-established broad-based ones like IJT and IWO. This article explores why by examining its methodology. RZG's long-term track record is also underwhelming. Its 98.27% ten-year total return ranks dead last against nine peers with sufficient trading history.

RZG: Why The Pure Growth Approach For Small-Cap Stocks Hasn't Worked

These 3 Small-Cap ETFs Could Benefit From Eventual Rate Cuts

When debt is made manageable for small-cap companies, it can almost act like a growth accelerant. Invesco has a trio of ETFs worth considering when rate cuts eventually take place.

These 3 Small-Cap ETFs Could Benefit From Eventual Rate Cuts

Zacks Investment Research

Are Small-Cap ETFs Poised to Surge in 2024?

Decent U.S. GDP growth, a less-hawkish Fed, upbeat holiday season sales, cheaper valuation of small-caps and potential M&A activities should drive small-cap ETFs higher in 2024.

Zacks Investment Research

Why to Buy Small-Cap ETFs for Winter Months?

Decent U.S. GDP growth, a less-hawkish Fed, upbeat holiday season sales, cheaper valuation of small-caps and potential M&A activities should drive small-cap ETFs higher in the winter months.

Why to Buy Small-Cap ETFs for Winter Months?

Zacks Investment Research

Small-Cap Rally in the Cards at Year-End & Beyond? ETFs in Focus

The recent rally in small-cap stocks, coupled with encouraging inflation data and valuation discrepancies, indicates a potentially favorable environment for investors in this sector.

Small-Cap Rally in the Cards at Year-End & Beyond? ETFs in Focus

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