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PSCUInvesco S&P SmallCap Utilities & Communication Services ETF

Grow my money16y track recordRanked #1,504 of 3,055 in this goal

Tracks the S&P SmallCap 600 Capped Utilities & Communication Services Index.

By Invesco · Launched 2010

Annual Cost

0.29%

#1,333 of 6,040 · low cost

Fund Size

$16M

#4,708 of 6,040 · small

Return (1Y)

+13.0%

Track Record

16 years

#769 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,984+19.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Index tracked

S&P SmallCap 600 Capped Utilities & Communication Services Index

Holdings

By weight

Concentration

Top 10 holdings = 61.5% of fundconcentrated

Invesco Private Prime Fund
13.2%
Lumen Technologies, Inc.
8.0%
Madison Square Garden Sports Corp.
7.1%
Versant Media Group, Inc.
5.7%
Telephone and Data Systems, Inc.
5.2%
Invesco Private Government Fund
5.1%
MDU Resources Group, Inc.
5.0%
Otter Tail Corp.
4.2%
TEGNA Inc.
4.0%
Avista Corp.
3.9%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Communication
59.4%
Utilities
32.7%
Industrials
3.9%
Real Estate
1.8%
Consumer Cyclical
1.1%
Technology
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.1%Moderate

Year-on-year price swings

Max drawdown
-30.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.35Below average
Sortino (3Y)
0.52Moderate downside risk

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the S&P SmallCap 600 Capped Utilities & Communication Services Index.
Strategy
Invests at least 90% in securities of small-cap U.S. companies in the utilities and communication services sectors, using full replication to track the S&P SmallCap 600 Capped Utilities & Communication Services Index. The Fund is non-diversified and may concentrate investments in these sectors.
Inception date
April 7, 2010
Fund family
Invesco

Next steps

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Data updated on 2026-09-18