Making its debut on 03/01/2006, smart beta exchange traded fund Invesco S&P MidCap 400 Pure Value ETF (RFV) provides investors broad exposure to the Style Box - Mid Cap Value category of the market.
If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the Invesco S&P MidCap 400 Pure Value ETF (RFV), a passively managed exchange traded fund launched on March 1, 2006.
The Invesco S&P MidCap 400 Pure Value ETF (RFV) made its debut on 03/01/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Mid Cap Value category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TF Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 2,348 | $300,010 | $338,816.4 | $38,806.4 | 12.93% |
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 110 | $14,066.4 | $15,873 | $1,806.6 | 12.84% |
| DM Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 2,613 | $335,173.78 | $377,055.9 | $41,882.12 | 12.5% |
| DQR Dale Q. Rice Dale Q Rice Investment Management Ltd. | 2,865 | $347,472.25 | $413,419.5 | $65,947.25 | 18.98% |
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 16 | $1,934.14 | $2,308.8 | $374.66 | 19.37% |
| ARCA Exchange | US Country |
The provided company description outlines an investment fund that focuses primarily on securities that show strong value characteristics, drawn from a specific subset of the S&P MidCap 400® Index. By committing to invest at least 90% of its total assets in components of the underlying index, the fund aims to mirror the performance of this subset, which is curated for its value properties. The S&P MidCap 400® Index tracks mid-sized companies in the United States, representing various sectors. A focus on value characteristics suggests that the fund identifies and invests in securities believed to be undervalued or to possess solid fundamentals at their current prices. This investment strategy seeks to leverage potential market corrections where these securities' true value will be recognized, aiming for growth and a robust portfolio performance against the backdrop of the broader market.
This service involves the strategic investment in securities selected from the S&P MidCap 400® Index, which exhibit strong value characteristics. The approach targets undervalued mid-cap companies with the potential for significant growth, leveraging thorough market analysis and valuation metrics. This portfolio is designed for investors seeking exposure to mid-cap stocks with a value investment strategy, promising a blend of risk management and potential for appreciable returns over time.
The fund's investment strategy closely aligns with the performance of a curated subset of the S&P MidCap 400® Index, focusing on securities that demonstrate strong value characteristics. By investing at least 90% of its assets in the securities of the underlying index, the fund aims to replicate the index's performance. This service appeals to investors looking for index-linked growth opportunities in the mid-cap sector, ensuring a diversified and balanced investment portfolio mapped closely to the mid-cap market movements.