IMFLInvesco International Developed Dynamic Multifactor ETF
IMFL Fund Description
IMFL tracks a developed market ex-US index that holds large- and some midcap equity securities based on multiple factors. Securities are selected depending on the stage in the economic cycle of the overall market.
IMFL Factset Analytics Insight
IMFL tracks an index that utilizes a multi-factor strategy and aims to invest in securities based on the current stage of the economic cycle. Construction of the index starts by assigning a multi-factor score to each security in the parent index, based on five individual factors: low volatility, momentum, quality, size and value. All securities are scored within each factor and all five scores are combined to determine a security’s multi-factor score. The index then selects those securities with factors it believes have historically outperformed other factors in certain stages of the economic cycle. For example, the index might emphasize exposure to equity securities that exhibit size and value factors during the recovery stage, size, value and momentum factors during the expansion stage, etc. A security’s initial weight is based on its multi-factor score and weight in the parent index, capped at 5% for each security.
IMFL MSCI ESG Analytics Insight
Invesco International Developed Dynamic Multifactor ETF has an MSCI ESG Fund Rating of AA based on a score of 8.11 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 International Developed Dynamic Multifactor ETF ranks in the 77th percentile within its peer group and in the 28th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IMFL 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.
IMFL Summary Data
IMFL Portfolio Data
IMFL Index Data
IMFL Portfolio Management
IMFL Tax Exposures
IMFL Fund Structure
IMFL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IMFL. IMFL is rated a 4 out of 5.
IMFL Sector/Industry Breakdown
IMFL Top 10 Holdings[View All]
IMFL Economic Development
IMFL Performance Statistics
IMFL MSCI ESG Ratings
IMFL Benchmark Comparison Summary
IMFL Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.