Closing Out the Year in Style with the 'Fun' ETF

The video tutorial discusses the PJ fund by Invesco, which tracks 30 US companies in the leisure and entertainment sectors. It explains the selection criteria, including price, momentum, and quality, and lists industries and companies involved. The fund's performance, expense ratio, and comparison with the S&P 500 are covered, along with its Bloomberg Intelligence rating.

What industries does the PJ fund focus on?

• Technology and Healthcare

• Leisure and Entertainment

• Finance and Real Estate

• Agriculture and Manufacturing

Which of the following is NOT a criterion for selecting companies in the PJ fund?

• Price

• Quality

• Momentum

• Location

Which company is included in the PJ fund?

• Amazon.com

• Tesla Inc.

• Fox Booking Holdings

• Apple Inc.

What is the expense ratio of the PJ fund?

• 50 basis points

• 75 basis points

• 80 basis points

• 63 basis points

How does PJ's performance compare to the S&P 500?

• It outperforms by 10 percentage points

• It outperforms by 20 percentage points

• It matches the S&P 500

• It trails by 20 percentage points