Chart Invesco S&P MidCap Momentum ETF
Main settings
| 10 year return | 327.99 |
| 3 year return | 37.67 |
| 5 year return | 124.9 |
| Annual return | 15.9 |
| Asset size | Mid-Cap |
| Asset type | Equity |
| Average P/BV | 3.21 |
| Average P/E | 123.88 |
| Average P/S | 1.57 |
| Beta | 3.01 |
| Commission | 0.34 |
| Country | USA |
| Currency | usd |
| Div. yield | 0.77 |
| Focus | Mid Cap |
| Foundation date | 2005-03-03 |
| ISIN code | US46137V4648 |
| ISO country | US |
| Index | S&P MidCap 400 Index |
| Number of companies | 49 |
| Owner | Invesco |
| Region | North America |
| Region | U.S. |
| Strategy | Momentum |
| Top 10 issuers, % | 35.29 |
| Website | link |
| segment | Equity: U.S. - Mid Cap |
| Change per day | -1.4% 149.37 $ |
| Change per week | -0.11% 147.45 $ |
| Change per month | +4.99% 140.28 $ |
| Change per 3 month | +5.06% 140.19 $ |
| Change per half year | +9.91% 134 $ |
| Change per year | +15.9% 127.08 $ |
| Change per year to date | +5.07% 140.18 $ |
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Top companies
| Title | Industry | Share, % | P/BV | P/S | P/E | EV/Ebitda | Dividend yield | |
| #1 |
Lumentum Holdings |
Technology | 6.0015 | 44.37 | 30.61 | 1943.94 | 81.5 | 0 |
| #2 |
US Foods Holding Corp. |
Consumer Staples | 4.3211 | 3.65 | 0.44 | 33.41 | 15.66 | 0 |
| #3 |
Curtiss-Wright Corporation |
Industrials | 4.3104 | 5.6 | 4.4 | 33.9 | 21.6 | 0.18 |
| #4 |
Woodward, Inc. |
Industrials | 4.1076 | 9.29 | 6.68 | 53.9 | 22.8 | 0.43 |
| #5 |
Twilio Inc. |
Technology | 3.2324 | 2.27 | 4.04 | -144.43 | 113.03 | 0 |
| #6 |
Casey's General Stores |
Consumer Staples | 2.8936 | 7.26 | 1.6 | 46.62 | 16.33 | 0.4 |
| #7 | Flex Ltd. | Technology | 2.818 | 5.04 | 0.98 | 30.11 | 8.44 | 0 |
| #8 |
Carpenter Technology Corporation |
Industrials | 2.5501 | 10.63 | 6.97 | 53.34 | 21.53 | 0.33 |
| #9 |
Ritchie Bros. Auctioneers Incorporated |
Industrials | 2.5312 | 2.93 | 4.03 | 43.19 | 14.82 | 1.11 |
| #10 |
BWX Technologies |
Industrials | 2.5275 | 15.44 | 5.95 | 57.73 | 44.84 | 0.73 |
Similar ETF
Other ETFs from the Management Company
| Title | Class | Category | Commission | Annual return |
| Equity | 0.2 | 14.89 | ||
| Equity | 0.2 | 14.21 | ||
| Equity | 0.02 | 13.52 | ||
| Equity | 0.15 | 13.76 | ||
| Equity | 0.15 | 14.3 | ||
| Equity | 0.15 | 12.63 | ||
| Bond | 0.65 | -1.34 | ||
| Equity | 0.39 | 20.82 | ||
| Equity | 0.29 | 10.26 | ||
| Commodity | 0.59 | 12.79 | ||
| Equity | 0.2 | 14.64 | ||
| Bond | 0.1 | -0.17 | ||
| Equity | 0.4 | 19.04 | ||
| Bond | 0.1 | -0.14 | ||
| Equity | 0.58 | 31.51 | ||
| Bond | 0.1 | 0.22 | ||
| Equity | 0.39 | 17.93 | ||
| Equity | 0.3 | 10.7 | ||
| Bond | 0.28 | 5.82 | ||
| Equity | 0.39 | 21.14 | ||
| Equity | 0.6 | 4.96 | ||
| Equity | 0.35 | 22.85 | ||
| Bond | 0.23 | 0.48 | ||
| Bond | 0.1 | 0.69 | ||
| Commodity | 0.85 | 14.6 | ||
| Equity | 0.45 | 31.52 | ||
| Bond | 0.08 | -0.12 | ||
| Multi-Asset | 0.5 | 1.48 | ||
| Bond | 0.1 | 1.25 |
Description Invesco S&P MidCap Momentum ETF
XMMO предлагает импульсный подход к средним капиталовложениям США, взятым из S&P 400. Его индекс выбирает 80 компаний с наивысшей оценкой импульса, полученной на основе результатов за 12 месяцев, исключая последний месяц, и отдавая предпочтение акциям с более низкой волатильностью. Индекс взвешивает имена по комбинации рыночной капитализации и оценки импульса. До 24 июня 2019 года фонд был совсем другим. Он отслеживал индекс роста Рассела под другим названием и тикером (PXMG).
Based on sources: porti.ru

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