Market Tracker

12/15 3:02am ET

PowerShares DWA Financial Momentum Portfolio (PFI)

34.82
Delayed Data
As of Dec 14
 -0.19 / -0.54%
Today’s Change
29.40
Today|||52-Week Range
35.43
+13.61%
Year-to-Date

Investment Objective

The investment seeks to track the investment results (before fees and expenses) of the Dorsey Wright-« Financials Technical Leaders Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The underlying index is composed of at least 30 common stocks of companies in the financials sector that have powerful relative strength or "momentum" characteristics.

No recent news for PowerShares DWA Financial Momentum Portfolio.

Performance

1 month+3.25% 3 years+6.96%
3 months+9.99% 5 years+12.49%
1 year+13.94% Since inception+4.34%
Data through 12/14/2017

Quote Details

Previous close$35.01
Open day’s range34.82 – 35.10
Net asset value (NAV)34.96 (12/13/2017)
Daily volume4,965
Average volume (3 months)6,176
Data as of 3:52pm ET, 12/14/2017

Peer Comparisonvs. Financial ETFs

 PFICategory
Performance 5-yr return+12.49%+15.05%
Expense Gross exp ratio0.77%1.73%
Risk 5 year sharpe ratio1.001.12
Net assets$73.7M$459.5M
Average market cap$14.2B$39.8B
Average P/E22.216.7
Dividend / Share--0.13%

Competitors

KIE SPDR┬« S&P Insurance ETF
FXO First Trust Financials AlphaDEX┬« Fund
VFH Vanguard Financials Index Fund ETF Share...

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 94.26%
Business service 2.65%
Healthcare 1.65%
Industrial materials 1.44%
Consumer goods 0.00%
Top 10 Holdings
Portfolio weighting
AMT American Tower6.45%
MA MasterCard6.37%
FITB Fifth Third Bancorp3.87%
UNM Unum Group3.26%
CPT Camden Property Trust3.17%
MKTX Marketaxess Holdings Inc3.12%
JPM JPMorgan Chase2.83%
EGP Eastgroup Properties Inc2.81%
AMP Ameriprise Financial Inc2.78%
WAL Western Alliance Bancorp2.76%