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PSCU - AI Analysis
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Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU)
Rating:63Neutral
Price Target:
$63.00
Positive Factors
Low Expense Ratio
The ETF has a relatively low expense ratio, making it cost-effective for investors.
Strong Performance of Key Holdings
Several top holdings, such as Lumen Technologies and Telephone & Data Systems, have shown strong year-to-date gains, supporting the fund's overall performance.
Sector Diversification
The ETF is diversified across multiple sectors, including Communication Services and Utilities, which can help balance risk.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S.-based companies, offering little exposure to international markets.
Underperforming Holdings
Some holdings, such as MGE Energy, have lagged in performance, potentially dragging down returns.
Small Asset Base
The ETF has a relatively small amount of assets under management, which may limit liquidity and scalability.
PSCU vs. SPDR S&P 500 ETF (SPY)
AUM13.94M
RegionNorth America
Expense Ratio0.29%
Beta0.67
IssuerInvesco
Inception DateApr 07, 2010
Dividend Yield1.09%
Asset ClassEquity
Index TrackedS&P SmallCap 600 Capped Utilities & Telecommunication Services
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume910
30 Day Avg. Volume1,406
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
66.42Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering38
PSCU Summary
The Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) focuses on small-cap companies in the utilities and communication services sectors, which are essential for infrastructure and communication in the economy. It includes companies like Lumen Technologies and Madison Square Garden Sports, offering exposure to a mix of stability and growth potential. This ETF is a good option for investors looking to diversify their portfolio with smaller, often overlooked companies that provide critical services. However, new investors should be aware that small-cap stocks can be more volatile than larger companies, which means the value of this ETF may fluctuate significantly.
How much will it cost me?The Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) has an expense ratio of 0.29%, meaning you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it focuses on a niche sector and is passively managed, but targets smaller companies which can require more specialized tracking.
What would affect this ETF?PSCU could benefit from increased demand for utilities and communication services, especially as small-cap companies often have higher growth potential during economic expansions. However, rising interest rates or regulatory changes in the utilities and telecom sectors could negatively impact the ETF's performance, as these industries are sensitive to such factors. Additionally, its U.S. focus means it may be affected by domestic economic conditions more than global trends.
PSCU Top 10 Holdings
The Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) leans heavily into utilities and communication services, with nearly half of its portfolio in the latter. Lumen Technologies is a key driver, showing signs of recovery thanks to strategic moves, while MDU Resources Group has been steady with solid profitability despite revenue challenges. On the flip side, Otter Tail has been losing momentum recently, and Madison Square Garden Sports is struggling with financial risks that weigh on its performance. With its U.S.-focused small-cap approach, PSCU offers a niche mix of essential services but faces headwinds from lagging names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lumen Technologies | 12.80% | $1.75M | $10.54B | 46.86% | 54 Neutral | |
| Mdu Resources Group | 5.17% | $708.03K | $3.92B | 27.02% | 58 Neutral | |
| Madison Square Garden Sports | 5.07% | $694.41K | $5.15B | -2.99% | 45 Neutral | |
| Telephone & Data Systems | 5.03% | $689.25K | $4.19B | 41.27% | 50 Neutral | |
| Otter Tail | 4.27% | $584.56K | $3.24B | -1.11% | 71 Outperform | |
| TEGNA | 4.17% | $571.69K | $3.17B | 20.75% | 64 Neutral | |
| Avista | 4.07% | $557.55K | $3.09B | 3.68% | 68 Neutral | |
| MGE Energy | 3.99% | $547.02K | $3.03B | -6.41% | 70 Outperform | |
| Chesapeake Utilities | 3.95% | $541.32K | $3.00B | 8.32% | 66 Neutral | |
| CarGurus | 3.94% | $539.58K | $3.49B | 12.74% | 71 Outperform |
PSCU Technical Analysis
Positive
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Price Trends
57.62
Positive
56.55
Positive
56.43
Positive
Market Momentum
0.80
Negative
57.56
Neutral
49.91
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 58.76, equal to the 50-day MA of 57.62, and equal to the 200-day MA of 56.43, indicating a bullish trend. The MACD of 0.80 indicates Negative momentum. The RSI at 57.56 is Neutral, neither overbought nor oversold. The STOCH value of 49.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSCU.
PSCU Peer Comparison
Comparison Results
Performance Comparison
PSCU
Invesco S&P SmallCap Utilities & Communication Services ETF
59.60
-0.10
-0.17%
RIET
Hoya Capital High Dividend Yield ETF
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PSL
Invesco DWA Consumer Staples Momentum ETF
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XITK
SPDR FactSet Innovative Technology ETF
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RSPC
Invesco S&P 500 Equal Weight Communication Services ETF
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GXPC
Global X PureCap MSCI Communication Services ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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