EELVInvesco S&P Emerging Markets Low Volatility ETF
EELV Fund Description
EELV tracks a volatility-weighted index of emerging markets firms.
EELV Factset Analytics Insight
EELV attempts to provide a lower-risk play on emerging markets, eschewing the market-cap-weighting mechanism in favor of one centered on volatility. The underlying index consists of the 200 least volatile stocks (over the trailing 12 months) of the S&P Emerging Plus LargeMidCap Index, meaning it leans heavily towards a portfolio consisting of large- and midcap stocks with low volatility. Also, industries with historically low volatility receive significant overweights due to the fund’s inverse-volatility-weighted method. Overall, this is a viable fund for investors looking for this specific exposure. EELV uses a full replication method to track an index that is rebalanced quarterly.
EELV MSCI ESG Analytics Insight
Invesco S&P Emerging Markets Low Volatility ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.66 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco S&P Emerging Markets Low Volatility ETF ranks in the 25th percentile within its peer group and in the 17th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EELV MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
EELV Summary Data
EELV Portfolio Data
EELV Index Data
EELV Portfolio Management
EELV Tax Exposures
EELV Fund Structure
EELV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EELV. EELV is rated a 4 out of 5.
EELV Sector/Industry Breakdown
EELV Top 10 Holdings[View All]
EELV Economic Development
EELV Performance Statistics
EELV MSCI ESG Ratings
EELV Benchmark Comparison Summary
EELV Benchmark Comparison Market Cap Size