The Invesco S&P MidCap Value with Momentum ETF (Ticker: XMVM) is a distinctive investment vehicle that combines the growth potential of mid-cap companies with the strategic advantages of value investing and momentum strategies. This ETF is designed for investors seeking to capitalize on the dynamic potential of mid-sized companies that are often overlooked in favor of their large-cap counterparts.
XMVM specifically targets the mid-cap segment of the market, which includes companies with market capitalizations typically ranging from $2 billion to $10 billion. This focus allows investors to tap into firms that are established enough to offer stability yet dynamic enough to provide substantial growth opportunities. As a size and style-focused fund, XMVM is tailored to capture value stocks within the mid-cap space—companies that are deemed undervalued based on fundamental analysis but are poised for appreciation.
What sets XMVM apart is its integration of a momentum factor into the value investing strategy. Momentum investing involves identifying stocks that have demonstrated an upward price trend, suggesting the potential for continued performance. By combining value and momentum, XMVM aims to enhance returns by selecting stocks that are not only undervalued but also exhibit strong price momentum, providing a dual advantage to investors.
As a part of the Invesco family of funds, XMVM offers investors a well-researched, methodically constructed portfolio that seeks to maximize returns by exploiting inefficiencies in the market. This ETF is an attractive option for those looking to diversify their portfolios with a balanced approach to growth and value, combined with the agility that mid-cap stocks can offer. Whether you are looking to complement an existing portfolio or seeking a standalone vehicle to capture mid-cap value opportunities with momentum, XMVM provides a compelling option.
Asset Class
Equity
Region
North America
Issuer
Invesco
Index Tracked
S&P Midcap 400 High Momentum Value Index
Ticker Symbol
XMVM
Invesco S&P MidCap Value with Momentum ETF (XMVM) Fund Flow Chart
Invesco S&P MidCap Value with Momentum ETF (XMVM) 1 year Net Flows: $44M
For ETFs, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the ETF's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual ETF ticker.