OMFL
Invesco Russell 1000 Dynamic Multifactor ETFOMFL Fund Description
OMFL tracks an index of US large-cap stocks selected by a combination of five investment factors, which are weighted based on current macroeconomic conditions.
OMFL Factset Analytics Insight
OMFL scores the component securities of the Russell 1000 Index by value, size, momentum, quality, and low volatility. To combine these factors, Oppenheimer uses a rules-based methodology that relies on leading economic indicators and global risk appetite to determine the state of the current market cycle: expansion, slowdown, contraction, or recovery. The fund shifts exposure to favor the factors that tend to fare better in the given market environment. Holdings are weighted by the combined factor score, scaled by market cap. OMFL capitalizes on the cyclicality of factor performance through its use of this dynamic overlay. The fund is reasonably priced for this added feature.
OMFL MSCI ESG Analytics Insight
Invesco Russell 1000 Dynamic Multifactor ETF has an MSCI ESG Fund Rating of A based on a score of 7.13 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 Russell 1000 Dynamic Multifactor ETF ranks in the 53th percentile within its peer group and in the 27th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
OMFL 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.
OMFL Summary Data
OMFL Portfolio Data
OMFL Index Data
OMFL Portfolio Management
OMFL Tax Exposures
OMFL Fund Structure
OMFL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of OMFL. OMFL is rated a 5 out of 5.
OMFL Tradability
OMFL Sector/Industry Breakdown
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OMFL Top 10 Holdings[View All]
OMFL Countries
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OMFL Regions
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OMFL Economic Development
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OMFL Performance Statistics
OMFL MSCI ESG Ratings
OMFL Benchmark Comparison Summary
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OMFL Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.