QQQMInvesco NASDAQ 100 ETF
QQQM Fund Description
QQQM is passively managed to track a modified-market-cap weighted narrow index of 100 NASDAQ-listed stocks, excluding financials.
QQQM Factset Analytics Insight
QQQM, also known as a smaller version of QQQ, invests in the largest domestic and international stocks listed on Nasdaq. QQQM reflects companies from all major sectors, except financial firms, as classified under the Industry Classification Benchmark. Eligible security types are traded stocks, tracking stocks, shares of beneficial interest, limited partnership interests, and ADRs. Holdings are weighted using a methodology that is a hybrid of equal and market-cap weighting. Under this methodology, each issuer is capped at 24% weight. In comparison, QQQM is marketed towards buy and hold investors and QQQ may be preferred for trading purposes. The index is rebalanced quarterly and reconstituted annually.
QQQM MSCI ESG Analytics Insight
Invesco NASDAQ 100 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.44 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 NASDAQ 100 ETF ranks in the 33th percentile within its peer group and in the 18th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
QQQM 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.
QQQM Summary Data
QQQM Portfolio Data
QQQM Index Data
QQQM Portfolio Management
QQQM Tax Exposures
QQQM Fund Structure
QQQM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of QQQM. QQQM is rated a 5 out of 5.
QQQM Sector/Industry Breakdown
QQQM Economic Development
QQQM Performance Statistics
QQQM MSCI ESG Ratings
QQQM Benchmark Comparison Summary
QQQM Benchmark Comparison Market Cap Size