PowerShares DWA Financial Momentum Portfolio (PFI)

Data as of Apr 17
 +0.19 / +0.69%
Today’s Change
Today|||52-Week Range

Investment Objective

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the DWA 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 financial sector with powerful relative strength characteristics, selected from a universe of approximately 3,000 common stocks traded on U.S. exchanges.

No recent news for PowerShares DWA Financial Momentum Portfolio.


1 month-4.00% 3 years+12.92%
3 months-3.87% 5 years+14.70%
1 year+22.21% Since inception+2.60%
Data through 04/18/2014

Quote Details

Previous close$27.61
Open day’s range27.50 – 27.81
Net asset value (NAV)27.73 (04/17/2014)
Daily volume13,482
Average volume (3 months)10,260
Data as of 1:43pm ET, 04/17/2014

Peer Comparisonvs. Financial ETFs

Performance 5-yr return+14.70%+21.27%
Expense Gross exp ratio1.19%0.51%
Risk 5 year sharpe ratio1.081.01
Net assets$33.1M$1.0B
Average market cap$7.7B$32.5B
Average P/E16.014.9
Dividend / Share--0.20%


RYF Guggenheim S&P 500® Equal Weight Financ...
VFH Vanguard Financials ETF
FXO First Trust Financials AlphaDEX Fund


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
MA MasterCard Incorporated Class A5.44%
MTG MGIC Investment Corporation5.18%
FITB Fifth Third Bancorp5.06%
IVZ Invesco Ltd.3.71%
RDN Radian Group, Inc.3.52%
AMP Ameriprise Financial Inc3.47%
AMG Affiliated Managers Group Inc3.44%
DFS Discover Financial Services3.25%
NRF Northstar Realty Finance Corporation3.18%
ALL Allstate Corp2.67%

To view my watchlist

Not a member yet?

Sign up now for a free account

Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer LIBOR Warning: Neither BBA Enterprises Limited, nor the BBA LIBOR Contributor Banks, nor Reuters, can be held liable for any irregularity or inaccuracy of BBA LIBOR. Disclaimer. Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.