Group 1: Zacks Premium Overview - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence, including daily updates on Zacks Rank and Industry Rank, access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens [1] - The service also includes Zacks Style Scores, which are designed to help investors identify stocks with the highest potential to outperform the market in the short term [2] Group 2: Zacks Style Scores - Zacks Style Scores consist of four categories: Value Score, Growth Score, Momentum Score, and VGM Score, each providing insights based on different investment strategies [2][3][4] - The Value Score focuses on identifying undervalued stocks using various financial ratios, while the Growth Score assesses a company's financial health and future growth potential [2][3] - The Momentum Score capitalizes on price trends and earnings outlook changes, helping investors identify optimal entry points for high-momentum stocks [3] Group 3: Zacks Rank and Style Scores Integration - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks historically yielding an average annual return of +25.41% since 1988 [5] - To maximize returns, investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 that also have Style Scores of A or B, as this combination indicates a higher probability of success [6] Group 4: Company Spotlight - Invesco Ltd. - Invesco Ltd., headquartered in Atlanta, GA, is an independent investment manager with a history dating back to 1935, managing assets worth $1.72 trillion as of June 30, 2024 [7] - Currently rated 3 (Hold) on the Zacks Rank, Invesco has a VGM Score of A and a Value Style Score of A, supported by a forward P/E ratio of 10.24, making it attractive for value investors [7] - Recent analyst revisions have positively impacted Invesco's earnings estimates for fiscal 2024, with the Zacks Consensus Estimate increasing by $0.01 to $1.65 per share, alongside an average earnings surprise of 1.9% [7]

Core Insights - The Nasdaq has been a significant driver of stock market returns, with the Nasdaq Composite index achieving annualized returns exceeding 16% over the past decade, outperforming the S&P 500 [1] Group 1: ETF Overview - The Invesco QQQ ETF tracks the Nasdaq 100 index, which includes the 100 largest non-financial companies listed on the Nasdaq, while the Fidelity Nasdaq Composite Index ETF tracks the broader Nasdaq Composite, which contains over 1,000 stocks without sector exclusions [2] - Both ETFs are weighted indices, meaning larger components represent a greater proportion of the fund's assets, and they share identical top 10 holdings [2] Group 2: Expense Ratios - The Invesco QQQ ETF has an expense ratio of 0.20%, while the Fidelity ETF has a slightly higher expense ratio of 0.21%, indicating both are low-cost options for Nasdaq exposure [3] Group 3: Performance Comparison - Over various time periods, the Invesco QQQ ETF has shown a slight performance edge compared to the Fidelity ETF, particularly during times when large-cap tech stocks perform well [4] - Performance data shows that over 1 year, Invesco QQQ ETF returned 31.4% compared to Fidelity's 31.7%, over 5 years it returned 166% versus 137%, over 10 years it returned 418% versus 340%, and over 15 years it returned 1,240% versus 916% [5] Group 4: Investment Considerations - Both index funds are considered suitable long-term holds, with arguments supporting either fund based on investor preferences for exposure to smaller Nasdaq stocks or larger mega-cap stocks [6][7]

This booming ETF has produced impressive results for investors in the past five years.The S&P 500 deservedly gets a lot of attention from the investment community, as it includes 500 of the largest and most profitable companies based in the U.S. But it's the Invesco QQQ Trust (QQQ -0.56%) that has performed significantly better for investors.This exchange-traded fund (ETF) needs to be on your radar, particularly if you're trying to supercharge your investment returns. Is the Invesco QQQ Trust a millionaire- ...

Core Viewpoint - The Invesco Bloomberg Pricing Power ETF (POWA) is designed to provide broad exposure to the Large Cap Growth segment of the US equity market, with a focus on companies that maintain stable profit margins [1][5]. Group 1: Fund Overview - POWA was launched on December 15, 2006, and has accumulated over $200.80 million in assets, categorizing it as an average-sized ETF in its segment [1]. - The ETF has an annual operating expense ratio of 0.40% and a 12-month trailing dividend yield of 1.41% [3]. Group 2: Investment Characteristics - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows, while growth stocks exhibit higher sales and earnings growth rates [2]. - Growth stocks, while expected to outperform in bull markets, carry higher valuations and risks compared to value stocks [2]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 29.50% of the portfolio, followed by Healthcare and Information Technology [4]. - Iron Mountain Inc (IRM) is the largest individual holding at approximately 2.60% of total assets, with the top 10 holdings accounting for about 22.4% of total assets under management [4]. Group 4: Performance Metrics - POWA aims to match the performance of the Bloomberg Pricing Power Index, which includes U.S. large and mid-cap companies with stable profit margins [5]. - The ETF has gained approximately 13.25% year-to-date and has remained flat over the past year, trading between $63.22 and $81.96 in the last 52 weeks [5]. Group 5: Alternatives and Market Position - POWA holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns and favorable metrics compared to peers [6]. - Other ETFs in the same space include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $136.40 billion in assets and an expense ratio of 0.04%, while QQQ has $289.91 billion and charges 0.20% [7]. Group 6: General ETF Insights - Passively managed ETFs like POWA are increasingly popular among retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [8].

Some volatility could be healthy after the epic run most technology and AI stocks have enjoyed.Artificial intelligence has dominated the stock market since early last year. The Invesco QQQ Trust ETF (QQQ 1.31%), a popular technology-leaning exchange-traded fund (ETF), has been arguably one of the best stocks for AI-focused investors. The ETF tracks an index of 100 prominent companies trading on the Nasdaq, offering investors instant diversification.In other words, you don't have to pick specific AI stocks; ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium includes access to the Zacks Style Scores a ...

ATLANTA, Aug. 12, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,732.0 billion, an increase of 0.9% versus previous month-end. The firm delivered net long-term inflows of $10.8 billion in the month. Non-management fee earning net inflows were $3.2 billion and money market net outflows were $12.1 billion. AUM was positively impacted by favorable market returns which increased AUM by $9 billion. FX increased AUM by $4.9 billion. Prelimina ...

Several hedge fund managers have been buying shares of the Invesco QQQ Trust, an index fund with AI stocks like Apple, Microsoft, Alphabet, and Amazon.Nvidia has been a phenomenal long-term investment, with shares surging 2,630% during the last five years. Yet, several hedge fund managers (whose investing bona fides include billion-dollar net worths) trimmed their positions in Nvidia during the first quarter, while reallocating funds to the Invesco QQQ Trust (QQQ 0.52%), a supercharged index fund that track ...

ATLANTA, Aug. 8, 2024 /PRNewswire/ -- Invesco Mortgage Capital Inc. (NYSE: IVR) (the "Company") today announced financial results for the quarter ended June 30, 2024.Net loss per common share of $0.38 compared to net income of $0.49 in Q1 2024Earnings available for distribution per common share(1) of $0.86 unchanged from Q1 2024Common stock dividend of $0.40 per common share, unchanged from Q1 2024Book value per common share(2) of $9.27 compared to $10.08 as of March 31, 2024Economic return(3) of (4.1)% com ...

Core Viewpoint - Invesco has declared dividends for several of its closed-end funds, with specific amounts and changes noted for each fund [1][2]. Dividend Declarations - The dividends declared include: - Invesco Advantage Municipal Income Trust II (VKI): $0.05591 per share - Invesco Bond Fund (VBF): $0.0715 - Invesco California Value Municipal Income Trust (VCV): $0.06461 - Invesco High Income 2024 Target Term Fund (IHTA): $0.0200, a decrease of $0.0130 or 39% from prior distribution - Other funds also declared dividends, with amounts ranging from $0.02911 to $0.06851 [2]. Tax Reporting and Compliance - Form 1099-DIV will report distributions for federal income tax purposes, and each fund's annual report will include tax character information for the fiscal year [3]. - A Section 19 Notice will be provided to shareholders when distributions include amounts other than net investment income, for informational purposes [3]. Company Overview - Invesco Ltd. is a global independent investment management firm managing $1.71 trillion in assets as of June 30, 2024, with a presence in over 20 countries [5].