Invesco S&P MidCap Low Volatility ETF (XMLV)

Overview

The unnamed company operates within the financial sector, focusing on investment strategies that prioritize stable and lower-risk securities. Its primary investment approach concentrates on allocating at least 90% of its total assets into securities that are part of the underlying index. The S&P Dow Jones Indices LLC, noted for its reputable and stringent guidelines, is responsible for compiling, maintaining, and calculating this specific index. The index aims to track the performance of a select group of securities, about 80 in total, drawn from the S&P MidCap 400® Index based on their low realized volatility over the preceding 12 months. This methodical and conservative investment strategy is designed to offer investors exposure to mid-cap stocks that demonstrate minimal fluctuations, potentially providing a buffer against market volatility.

Products and Services

The company's principal offering is centered around an investment fund that employs a strategy focusing on low-volatility securities:

• Investment Fund in Low-Volatility Securities: The core product is an investment fund that dedicates a minimum of 90% of its assets to securities featured in the underlying index, which consists of approximately 80 stocks selected from the S&P MidCap 400® Index. These stocks are identified based on their low realized volatility over the last 12 months. The objective of this fund is to mitigate risk by investing in mid-cap companies that have demonstrated stability in their stock performance, thereby aiming to provide investors with potentially reduced exposure to market downturns while still allowing for capital appreciation through mid-cap investments.