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Morningstar

Invesco S&P MidCap Low Volatility ETF XMLV

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis XMLV

Will XMLV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XMLV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XMLV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XMLV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Invesco S&P MidCap Low Volatility ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XMLV

More XMLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Investments Co

1.59 12.4 Mil
Financial Services

AptarGroup Inc

1.55 12.1 Mil
Healthcare

PNM Resources Inc

1.52 11.8 Mil
Utilities

Curtiss-Wright Corp

1.51 11.8 Mil
Industrials

Old Republic International Corp

1.47 11.5 Mil
Financial Services

Agree Realty Corp

1.46 11.4 Mil
Real Estate

Gaming and Leisure Properties Inc

1.44 11.3 Mil
Real Estate

DT Midstream Inc Ordinary Shares

1.44 11.2 Mil
Energy

CACI International Inc Class A

1.42 11.1 Mil
Technology

Ingredion Inc

1.41 11.0 Mil
Consumer Defensive