Invesco DWA Tactical Sector Rotation ETF

Frequently Asked Questions About DWTR

What does DWTR invest in?

The investment seeks to track the investment results (before fees and expenses) of the Dorsey Wright® Sector 4 Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. It is a fund of funds, meaning that it invests its assets in the shares of other exchange-traded funds (ETFs) eligible for inclusion in the underlying index. The underlying index seeks to gain exposure to the sectors of the U.S. equity markets that display the strongest relative strength, as evaluated on a monthly basis. The fund is non-diversified.

What is the expense ratio of DWTR?

An expense ratio for Invesco DWA Tactical Sector Rotation ETF (DWTR) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is DWTR?

Invesco DWA Tactical Sector Rotation ETF (DWTR) manages $51.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is DWTR actively managed or an index fund?

DWTR is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios because there's no security selection cost.

When was DWTR launched?

Invesco DWA Tactical Sector Rotation ETF (DWTR) launched in October 2015 and is managed by Invesco.

How has DWTR performed?

DWTR's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.