The purported death of value investing is widely lamented, but the reality is something different. Value investing is alive, but value stocks have long lagged growth counterparts.
The Invesco S&P 500 Pure Value ETF (RPV) made its debut on 03/01/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the market.
The Invesco S&P 500 Pure Value ETF (RPV) was launched on March 1, 2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 925 | $75,249.97 | $110,019.5 | $34,769.53 | 46.21% |
Curtis Ellergodt Rothschild Investment LLC | 59,334 | $4.87M | $7.14M | $2.26M | 46.47% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 58,457 | $6.65M | $7.03M | $372,915.4 | 5.6% |
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 540 | $44,323.2 | $64,227.6 | $19,904.4 | 44.91% |
| NA Nizar Araji National Bank Of Canada /FI/ | 3,068 | $231,799.63 | $368,650.88 | $136,851.25 | 59.04% |
| ARCA Exchange | US Country |
This company specializes in investment management, specifically focusing on index-based investment strategies. Their core product is a fund that seeks to closely follow the performance of a specific underlying index. The index in question is carefully selected to represent a subset of securities from the broader S&P 500® Index, which are identified based on their strong value characteristics. This approach allows the fund to offer its investors exposure to value stocks within the larger S&P 500, aiming to generate returns that reflect the performance of these value-oriented components of the index. The company commits to investing at least 90% of its total assets in the securities that make up the underlying index, ensuring that the fund's performance closely matches that of the value-based segment of the S&P 500® it aims to replicate.
This product offers investors an opportunity to engage in value investing by tracking a subset of the S&P 500®, specifically chosen for their strong value characteristics. By focusing on these value stocks, the fund seeks to capitalize on the potential for long-term growth, while still providing the diversification benefits associated with index investing. The fund commits a substantial portion of its assets, at least 90%, to investments in securities that are included in its targeted underlying index, ensuring a high level of fidelity to the index's performance.