Invesco S&P MidCap Low Volatility ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Invesco S&P MidCap Low Volatility ETF XMLV
Morningstar’s Analysis XMLV
Will XMLV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
TXNM Energy Inc | 2.91 | 21M | Utilities |
OGE Energy Corp | 1.67 | 12M | Utilities |
NNN REIT Inc | 1.63 | 12M | Real Estate |
W.P. Carey Inc | 1.61 | 12M | Real Estate |
Agree Realty Corp | 1.58 | 11M | Real Estate |
Idacorp Inc | 1.56 | 11M | Utilities |
COPT Defense Properties | 1.54 | 11M | Real Estate |
New Jersey Resources Corp | 1.53 | 11M | Utilities |
Equity Lifestyle Properties Inc | 1.51 | 11M | Real Estate |
Ingredion Inc | 1.49 | 11M | Consumer Defensive |
United States