XSMOInvesco S&P SmallCap Momentum ETF
XSMO Fund Description
XSMO tracks an index of US small-caps stocks selected by momentum. Holdings are weighted by a combination of market cap and momentum.
XSMO Factset Analytics Insight
XSMO offers a momentum take on US small-caps culled from the S&P SmallCap 600, a market-cap-weighted index that consists of US small-cap companies screened for size, liquidity, and financial viability. The underlying index selects approximately 120 names with the highest momentum score, derived from 12-month performance excluding the most recent month and favors stocks with lower volatility. Selected securities are weighted by a combination of market cap and momentum score, and are constrained such that individual securities will not exceed 9% weight of the portfolio and three times its market cap in the index universe. Prior to June 24, 2019 the fund tracked a Russell growth index under a different name and ticker (PXSG).
XSMO MSCI ESG Analytics Insight
Invesco S&P SmallCap Momentum ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.64 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 SmallCap Momentum ETF ranks in the 40th percentile within its peer group and in the 71st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XSMO 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.
XSMO Summary Data
XSMO Portfolio Data
XSMO Index Data
XSMO Portfolio Management
XSMO Tax Exposures
XSMO Fund Structure
XSMO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XSMO. XSMO is rated a 5 out of 5.
XSMO Sector/Industry Breakdown
XSMO Top 10 Holdings[View All]
XSMO Economic Development
XSMO Performance Statistics
XSMO MSCI ESG Ratings
XSMO Benchmark Comparison Summary
XSMO Benchmark Comparison Market Cap Size