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PSCU - ETF AI Analysis
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Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU)
Rating:63Neutral
Price Target:―
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)
AUM13.26M
RegionNorth America
Expense Ratio0.29%
Beta0.60
IssuerInvesco
Inception DateApr 07, 2010
Dividend Yield1.1%
Asset ClassEquity
Index TrackedS&P SmallCap 600 Capped Utilities & Telecommunication Services
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,104
30 Day Avg. Volume974
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
65.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering37
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 PSCU ETF leans heavily into small-cap utilities and communication services, with Lumen Technologies standing out as a rising star, buoyed by strategic debt management and positive technical trends. Madison Square Garden Sports and MDU Resources Group show mixed signals, with some upward momentum but lingering financial challenges. On the downside, Chesapeake Utilities and MGE Energy are lagging, weighed down by bearish technical trends and valuation concerns. With a strong U.S. focus, the fund’s concentration in essential services provides stability, though its reliance on struggling names could hold back broader performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lumen Technologies | 10.58% | $1.40M | $8.40B | 38.34% | 55 Neutral | |
| Madison Square Garden Sports | 6.04% | $798.02K | $5.93B | 9.33% | 45 Neutral | |
| Mdu Resources Group | 5.36% | $707.66K | $3.92B | 5.91% | 62 Neutral | |
| Telephone & Data Systems | 5.19% | $684.99K | $4.17B | 13.44% | 56 Neutral | |
| Otter Tail | 4.71% | $621.65K | $3.44B | 9.24% | 77 Outperform | |
| CarGurus | 4.49% | $593.36K | $3.69B | 7.19% | 68 Neutral | |
| TEGNA | 4.25% | $561.23K | $3.11B | 4.94% | 62 Neutral | |
| Avista | 4.18% | $552.27K | $3.07B | 4.14% | 77 Outperform | |
| Chesapeake Utilities | 4.03% | $532.09K | $2.96B | 4.64% | 64 Neutral | |
| MGE Energy | 3.94% | $520.03K | $2.88B | -16.60% | 67 Neutral |
PSCU Technical Analysis
Negative
―
Price Trends
58.43
Negative
57.35
Positive
56.36
Positive
Market Momentum
-0.16
Negative
44.36
Neutral
31.01
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCU, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 57.80, equal to the 50-day MA of 58.43, and equal to the 200-day MA of 56.36, indicating a neutral trend. The MACD of -0.16 indicates Negative momentum. The RSI at 44.36 is Neutral, neither overbought nor oversold. The STOCH value of 31.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PSCU.
PSCU Peer Comparison
Comparison Results
Performance Comparison
PSCU
Invesco S&P SmallCap Utilities & Communication Services ETF
57.36
-2.13
-3.58%
FTXN
First Trust Nasdaq Oil & Gas ETF
―
―
―
RIET
Hoya Capital High Dividend Yield ETF
―
―
―
PBJ
Invesco Dynamic Food & Beverage ETF
―
―
―
RSPC
Invesco S&P 500 Equal Weight Communication Services ETF
―
―
―
GXPC
Global X PureCap MSCI Communication Services ETF
―
―
―
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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