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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TXNM Energy Inc

5.44 39M
Utilities

OGE Energy Corp

1.69 12M
Utilities

Idacorp Inc

1.54 11M
Utilities

Southwest Gas Holdings Inc

1.51 11M
Utilities

Agree Realty Corp

1.49 11M
Real Estate

ONE Gas Inc

1.48 11M
Utilities

American Financial Group Inc

1.48 11M
Financial Services

Spire Inc

1.47 11M
Utilities

New Jersey Resources Corp

1.47 11M
Utilities

NNN REIT Inc

1.44 10M
Real Estate

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