PHB

ETF / Mutual Fund
Nyse American
Invesco Fundamental High Yield Fund
Price Chart
Overview

About PHB

The fund generally will invest at least 80% of its total assets in the components that comprise the index. Strictly in accordance with its guidelines and mandated procedures, Research Affiliates, LLC or its agent compiles and calculates the index, which is designed to measure the performance of U.S. dollar-denominated, high yield corporate bonds that are SEC-registered securities.

AUM
Volume
3.2M
Avg. Volume
2.1M
Expense Ratio
0.50%

Top Holdings

Synchrony Financial 7.25%
1.24%
United Air Lines, Inc. 4.625%
1.15%
Windsor Holdings III LLC 8.5%
1.05%
Ford Motor Company 3.25%
1.04%
Ford Motor Credit Company LLC 3.375%
1.03%

Sector Allocation

Consumer Discretionary8.00%
Industrials2.49%
Materials2.42%
Financials2.35%
Health Care2.05%
Energy1.94%

Country Allocation

United States100.00%
Other0.00%

Fund Information

Exchange
Nyse American
Sector
Risk & Correlation Analysis
Market Correlation
0.25
Low Correlation
Volatility
Low (0.04)
Relative to market

Macro Factor Sensitivities

Interest Rates
Low Sensitivity
Inflation
Low Sensitivity
GDP Growth
Low Sensitivity
Liquidity
Low Sensitivity
Commodity Prices
Low Sensitivity
Credit Quality
Low Sensitivity
Portfolio Impact
Forecasts & Predictions

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Technical Analysis

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Pricing info last updated June 17, 2025 (after market close)Other info last updated April 2, 2025