XMLV
Invesco S&P MidCap Low Volatility ETFXMLV Fund Description
XMLV tracks a volatility-weighted index of the 80 least volatile S&P 400 companies.
XMLV Factset Analytics Insight
XMLV offers a midcap version of its popular large-cap sibling, SPLV. XMLV draws its selection universe from the S&P MidCap 400 (commonly known as S&P 400), taking about 80 stocks with the lowest volatility (as measured by standard deviation) over the past 12 months. Stocks are weighted so that those with the lowest realized volatility get the highest weights. Although XMLV aims a broad exposure in the US equity market, this fund may have numerous sector tilts. The index is rebalanced on a quarterly basis.
XMLV MSCI ESG Analytics Insight
Invesco S&P MidCap Low Volatility ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.60 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 MidCap Low Volatility ETF ranks in the 39th percentile within its peer group and in the 68th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XMLV 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.
XMLV Summary Data
XMLV Portfolio Data
XMLV Index Data
XMLV Portfolio Management
XMLV Tax Exposures
XMLV Fund Structure
XMLV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XMLV. XMLV is rated a 5 out of 5.
XMLV Tradability
XMLV Sector/Industry Breakdown
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XMLV Top 10 Holdings[View All]
XMLV Countries
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XMLV Regions
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XMLV Economic Development
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XMLV Performance Statistics
XMLV MSCI ESG Ratings
XMLV Benchmark Comparison Summary
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XMLV 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.