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
Parent Pillar
- 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 | 5.63 | 39M | Utilities |
OGE Energy Corp | 1.64 | 11M | Utilities |
Agree Realty Corp | 1.50 | 10M | Real Estate |
Idacorp Inc | 1.50 | 10M | Utilities |
Ingredion Inc | 1.49 | 10M | Consumer Defensive |
W.P. Carey Inc | 1.47 | 10M | Real Estate |
New Jersey Resources Corp | 1.46 | 10M | Utilities |
EastGroup Properties Inc | 1.44 | 10M | Real Estate |
NNN REIT Inc | 1.44 | 10M | Real Estate |
Brixmor Property Group Inc | 1.42 | 10M | Real Estate |