PFM - Dividend Achievers

Description: The Index is designed to identify a diversified group of dividend paying companies. These companies have increased their annual dividend for ten or more consecutive fiscal years.

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PFM - Profile


Summary Data for PFM

52 Week Lo: $18.29 52 Week Hi: $22.00
AUM: $367.5 M Shares: 16.9 M
Avg. Volume (1 month) 50,395 Avg. Volume (3 month) 45,031
Filings Data as of:

PFM - Holdings

Top Ten Holdings

  1. Wal-Mart Stores Inc WMT: 4.54%
  2. Procter & Gamble Co PG: 4.22%
  3. Johnson & Johnson JNJ: 4.09%
  4. Exxon Mobil Corporation XOM: 3.57%
  5. Coca-Cola Co KO: 3.39%
  6. Chevron Corp CVX: 3.30%
  7. Intel Corp INTC: 3.18%
  8. AT&T Inc T: 3.17%
  9. International Business Machines Corp IBM: 2.79%
  10. PepsiCo Inc PEP: 2.60%
%Assets in Top 10: 34.86%
Total Holdings: 240.0

PFM Asset Allocation


Asset Percentage
U.S. Stocks 99.6%
International Stocks 0.49%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash -0.09%
Other 0.0%

PFM Sector Breakdown


Sector Percentage
Consumer Defensive 23.71%
Industrials 15.81%
Energy 13.78%
Health Care 10.19%
Technology 10.05%
Consumer Cyclical 7.0%
Basic Materials 5.12%
Utilities 5.09%
Financial Services 4.31%
Communication Services 3.23%
Real Estate 1.78%

PFM Market Cap Breakdown


Market Cap Percentage
Giant 50.55%
Large 34.53%
Medium 12.89%
Small 1.89%
Micro 0.28%

PFM Region Breakdown


Region Percentage
U.S. 99.43%
Middle East 0.0%
Australia 0.0%
Japan 0.0%
Asia (Developed) 0.0%
Africa 0.0%
Europe 0.0%
Latin America 0.0%
Canada 0.0%
Asia (Emerging) 0.0%
Region Percentage
Developed 100.09%
Emerging 0.0%

PFM Country Breakdown


Country Percentage
United States 99.47%
Switzerland 0.66%
Other -0.13%
© 2014 Morningstar Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

PFM - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

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PFM - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of PFM relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

PFM - Fundamentals

PFM Performance

1 Week Return: 2.98%
2 Week Return: -0.55%
4 Week Return: -0.69%
13 Week Return: 2.60%
26 Week Return: 3.66%
YTD Return: 10.69%
1 Year Return: 12.81%
3 Year Return: 59.10%
5 Year Return: 93.92%

PFM Expenses & Fees

PFM Valuation

P/E Ratio: 15.77
Beta: 0.88
20 Day Moving Average: $21.63
60 Day Moving Average: $21.16

PFM Dividend

Annual Dividend Rate: $0.39
Dividend Date: 2014-09-19
Dividend: $0.10
Annual Dividend Yield %: 1.79%

PFM Volatility

5 Day Volatility: 13.64%
20 Day Volatility: 13.28%
50 Day Volatility: 10.97%
200 Day Volatility: 10.96%
Standard Deviation: 0.82%

PFM - Technicals

PFM Technicals

20 Day MA: $21.63
60 Day MA: $21.16
MACD 15 Period: 0.19
MACD 100 Period: 0.70
Williams % Range 10 Day: 12.50
Williams % Range 20 Day: 23.64
RSI 10 Day: 59
RSI 20 Day: 57
RSI 30 Day: 56
Ultimate Oscillator: 47

PFM Bollinger Bands

Lower Bollinger (10 Day): $20.92
Upper Bollinger (10 Day): $21.92
Lower Bollinger (20 Day): $21.07
Upper Bollinger (20 Day): $22.22
Lower Bollinger (30 Day): $21.14
Upper Bollinger (30 Day): $22.10

PFM Support & Resistance

Support Level 1: $21.66
Support Level 2: $21.58
Resistance Level 1: $21.80
Resistance Level 2: $21.86

PFM Stochastic

Stochastic Oscillator %D (1 Day): 64.12
Stochastic Oscillator %D (5 Day): 66.40
Stochastic Oscillator %K (1 Day): 48.83
Stochastic Oscillator %K (5 Day): 44.51

PFM Volatility

5 Day Volatility: 13.64%
20 Day Volatility: 13.28%
50 Day Volatility: 10.97%
200 Day Volatility: 10.96%
Standard Deviation: 0.82%

PFM - ETFdb Realtime Rating & Analyst Report

PFM is a passive ETF that seeks to replicate Broad Dividend Achiever Index. The Index is designed to identify a diversified group of dividend paying companies. These companies have increased their annual dividend for ten or more consecutive fiscal years.

ETFdb Category Expense Ratio Inception Date Issuer Structure YTD Return *
Large Cap Value Equities 0.58 2005-09-15 Invesco PowerShares ETF +10.69%

PFM Realtime Rating: By Metric

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity B
Expenses B-
Performance ETFdb Pro Members Only
Volatility ETFdb Pro Members Only
Dividend ETFdb Pro Members Only
Concentration ETFdb Pro Members Only

The first adjacent table gives investors an individual Realtime Rating for PFM on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Large Cap Value Equities ETFdb Category with the highest Metric Realtime Rating for each individual field.

PFM Realtime Rating: Overall

ETFdb Rating Type Overall Rating A+ Overall Rated ETF
Realtime Rating (Overall) ETFdb Pro Members Only ETFdb Pro Members Only

The second table shows the overall Realtime Rating for PFM, as well as the A+ Overall Rated ETF in PFM's Category. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

ETFdb Analyst Report for PFM

This ETF is one of the several options for investors seeking to focus on stocks of dividend-paying U.S. companies. PFM's inclusion requirements are particularly tough; the underlying index consists of companies that have increased their annual dividend for ten or more consecutive fiscal years. As...

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