What criteria are used to select consumer-facing companies in the PJ fund?
Closing Out the Year in Style with the 'Fun' ETF
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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.
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5 questions
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1.
OPEN ENDED QUESTION
3 mins • 1 pt
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2.
OPEN ENDED QUESTION
3 mins • 1 pt
List some of the companies included in the PJ fund.
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3.
OPEN ENDED QUESTION
3 mins • 1 pt
What is the expense ratio of the EJ fund since its launch?
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4.
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3 mins • 1 pt
How has the PJ fund performed compared to the S&P 500?
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5.
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3 mins • 1 pt
What does the Bloomberg Intelligence traffic light system indicate about PJ?
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