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PSR - ETF AI Analysis
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Invesco Active U.S. Real Estate Fund (PSR)
Rating:70Outperform
Price Target:
$106.80
Positive Factors
Strong Top Holdings
Several key holdings, such as Prologis and Welltower, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Focused Sector Exposure
The ETF’s concentration in real estate provides targeted exposure to a sector that can benefit from economic stability and demand for property assets.
Reasonable Expense Ratio
The fund’s expense ratio is competitive for an actively managed ETF, helping investors retain more of their returns.
Negative Factors
Underperforming Holdings
Several holdings, such as Equinix and AvalonBay, have lagged year-to-date, potentially dragging down the fund’s overall performance.
High Sector Concentration
With nearly all assets in the real estate sector, the fund is highly exposed to risks specific to this industry, such as interest rate sensitivity.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering little protection against downturns in the domestic market.
PSR vs. SPDR S&P 500 ETF (SPY)
AUM52.62M
RegionNorth America
Expense Ratio0.55%
Beta0.58
IssuerInvesco
Inception DateNov 20, 2008
Dividend Yield2.56%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,682
30 Day Avg. Volume2,513
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
106.80Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering36
PSR Summary
The Invesco Active U.S. Real Estate Fund (PSR) is an ETF that focuses on the U.S. real estate sector, including residential, commercial, and industrial properties. Unlike passive funds, it is actively managed by experts who aim to pick high-potential real estate investments. Some of its top holdings include well-known companies like Prologis and American Tower. This ETF could be a good choice for investors looking to diversify their portfolio and gain exposure to the real estate market, which can offer both growth and stability. However, new investors should know that its performance is closely tied to the real estate market, which can be affected by economic conditions.
How much will it cost me?The expense ratio for the Invesco Active U.S. Real Estate Fund (PSR) is 0.55%, which means you’ll pay $5.50 per year for every $1,000 invested. This is higher than average because it’s an actively managed fund, where professional managers select investments to try to outperform the market.
What would affect this ETF?The PSR ETF, focused on the U.S. real estate sector, could benefit from positive trends such as lower interest rates, which make borrowing cheaper for real estate companies, and increased demand for industrial and residential properties. However, it may face challenges from rising interest rates, which can increase costs for property developers, or economic slowdowns that reduce demand for commercial spaces. The fund's heavy exposure to companies like Prologis and American Tower highlights its reliance on industrial and infrastructure-related real estate, which could be impacted by regulatory changes or shifts in market demand.
PSR Top 10 Holdings
The Invesco Active U.S. Real Estate Fund (PSR) is heavily concentrated in the real estate sector, with top holdings like Prologis and Welltower driving performance thanks to steady growth and strategic investments. Prologis has been a standout, benefiting from robust leasing activity and expansion into data centers, while Welltower’s strong revenue growth and positive earnings sentiment add further momentum. However, names like Digital Realty and AvalonBay are lagging, weighed down by valuation concerns and bearish technical trends. Overall, the fund’s U.S.-focused portfolio reflects a mix of rising stars and underperformers in the real estate space.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Prologis | 7.76% | $4.10M | $120.25B | 7.87% | 79 Outperform | |
| American Tower | 7.10% | $3.75M | $89.68B | -14.62% | 69 Neutral | |
| Welltower | 6.71% | $3.55M | $118.85B | 39.86% | 78 Outperform | |
| Digital Realty | 6.12% | $3.23M | $61.14B | -2.82% | 72 Outperform | |
| Crown Castle | 5.19% | $2.74M | $42.89B | -10.50% | 50 Neutral | |
| Equinix | 5.15% | $2.72M | $82.16B | -7.65% | 74 Outperform | |
| Tanger | 3.74% | $1.98M | $3.77B | -0.80% | 71 Outperform | |
| AvalonBay | 3.66% | $1.93M | $26.97B | -17.67% | 74 Outperform | |
| Cubesmart | 3.59% | $1.90M | $9.64B | -13.18% | 73 Outperform | |
| Gaming and Leisure | 3.59% | $1.90M | $12.68B | -10.89% | 74 Outperform |
PSR Technical Analysis
Neutral
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Price Trends
92.14
Positive
91.59
Positive
90.69
Positive
Market Momentum
0.45
Negative
48.10
Neutral
66.75
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 92.47, equal to the 50-day MA of 92.14, and equal to the 200-day MA of 90.69, indicating a neutral trend. The MACD of 0.45 indicates Negative momentum. The RSI at 48.10 is Neutral, neither overbought nor oversold. The STOCH value of 66.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PSR.
PSR Peer Comparison
Comparison Results
Performance Comparison
PSR
Invesco Active U.S. Real Estate Fund
92.28
-1.59
-1.69%
SRHR
SRH REIT Covered Call ETF
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REIT
ALPS Active REIT ETF
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JRE
Janus Henderson U.S. Real Estate ETF
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BYRE
Principal Real Estate Active Opportunities ETF
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RNTY
YieldMax Target 12 Real Estate Option Income 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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