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PXFInvesco RAFI Developed Markets ex-U.S. ETF

Grow my money19y track recordRanked #458 of 2,998 in this goal

Tracks the RAFI TM Fundamental Select Developed ex US 1000 Index.

By Invesco · Launched 2007

Annual Cost

0.43%

#2,116 of 5,861 · average

Fund Size

$2.8B

#619 of 5,861 · large

Return (1Y)Goal

+38.3%

Track Record

19 years

#500 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$14,464+44.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index enhanced

Index tracked

RAFI TM Fundamental Select Developed ex US 1000 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 20.9% of fundwell diversified

Invesco Private Prime Fund
5.2%
Samsung Electronics Co., Ltd.
4.6%
Shell PLC
2.1%
Invesco Private Government Fund
2.0%
TotalEnergies SE
1.6%
HSBC Holdings PLC
1.2%
BP PLC
1.0%
Glencore PLC
1.0%
Roche Holding AG
1.0%
BHP Group Ltd.
1.0%

Asset allocation

Stocks
100.0%
Other
0.1%
Preferred
0.0%

By sector

Financial Services
20.9%
Industrials
14.6%
Technology
13.8%
Consumer Cyclical
9.9%
Basic Materials
9.1%
Energy
8.7%
Healthcare
7.5%
Consumer Defensive
6.5%
Other
9.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.6%Moderate

Year-on-year price swings

Max drawdown
-41.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.16Strong risk-adjusted returns
Sortino (3Y)
1.70Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the RAFI TM Fundamental Select Developed ex US 1000 Index.
Strategy
Invests at least 90% of total assets in common stocks of developed market companies, excluding U.S. companies, using full replication methodology to track the Underlying Index. The Fund is diversified and may concentrate in industries as reflected by the Underlying Index.
Inception date
June 25, 2007
Fund family
Invesco

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Data updated on 2026-08-04