The QVMM ETF is managed and issued by Quantum Value Management, a renowned investment firm with a focus on value-oriented strategies. Established with the aim of providing investors exposure to a portfolio of undervalued and fundamentally strong companies, Quantum Value Management has a track record of identifying opportunities in the market. QVMM stands as a testament to the issuer's commitment to delivering value-driven investment options and serves as an attractive choice for investors seeking a disciplined approach to value investing.
The QVMM Dividend represents the dividend distribution of the Invesco S&P MidCap 400® Quality Value Momentum Multi-Factor ETF (QVMM). While the primary focus of this ETF is on tracking the performance of the S&P MidCap 400® Quality Value Momentum Multi-Factor Index, it also reflects the dividend policies of the underlying companies within this index. Dividend distributions typically occur on a periodic basis, influenced by the individual dividend policies and financial performances of the constituent companies. Investors in QVMM may benefit from both capital appreciation and potential dividend returns, as the ETF includes securities with strong multi-factor scores, based on quality, value, and momentum factors, as determined by the Index Provider. The Invesco S&P MidCap 400® Quality Value Momentum Multi-Factor ETF (QVMM) generally invests at least 90% of its total assets in securities that make up the Underlying Index. The Underlying Index, maintained by S&P Dow Jones Indices LLC, is designed to measure the performance of 90% of the stocks within the S&P MidCap 400® Index, excluding those with the lowest quality, value, and momentum multi-factor scores. This methodology selects securities with high multi-factor scores based on fundamental factors such as return on equity, book value-to-price ratio, and risk-adjusted price performance. The Fund aims to replicate the Underlying Index by investing in its constituent securities in proportion to their weightings. It should be noted that QVMM is considered non-diversified and may concentrate its investments in certain industries only to the extent reflected in the Underlying Index.
Tracking the S&P MidCap 400® Multi-Factor Index is the primary objective of the QVMM ETF. The fund aims to align itself closely with this index, which measures the performance of 90% of the stocks within the S&P MidCap 400® Index, excluding those with the lowest quality, value, and momentum multi-factor scores. The QVMM ETF holds a diversified portfolio of securities, selecting those with high multi-factor scores based on quality, value, and momentum factors. This approach allows investors to gain exposure to mid-cap stocks that exhibit favorable characteristics within the S&P MidCap 400® universe. The fund employs a full replication methodology, investing in all securities comprising the Underlying Index in proportion to their weightings, making it an attractive option for those seeking precise tracking of this particular segment of the market.
The correlation aspect of the QVMM ETF plays a significant role in understanding its behavior in relation to the broader U.S. equity market. As the QVMM ETF is designed to measure the performance of 90% of the stocks within the S&P MidCap 400® Index, its correlation with mid-cap stocks and the overall market is expected to be strong. This strong correlation makes QVMM an effective tool for investors seeking exposure to mid-cap equities and looking to diversify their portfolios. To explore and analyze QVMM's correlations with other assets and sectors, investors can utilize the ETF Insider web app, which provides comprehensive data and visualizations to make informed investment decisions and identify potential overlaps in their portfolios.
The QVMM Sector ETF focuses on tracking the performance of 90% of the stocks within the S&P MidCap 400® Index, excluding those with the lowest quality, value, and momentum multi-factor scores. This ETF utilizes a multi-factor approach to select securities based on factors like return on equity, accruals ratio, financial leverage ratio, book value-to-price ratio, earnings-to-price ratio, and sales-to-price ratio. QVMM Sector ETF aims to provide investors with exposure to mid-cap stocks with strong fundamental attributes and favorable momentum characteristics, potentially offering a unique blend of growth and value within this market segment. Please note that the fund may concentrate its investments in specific industries but will generally reflect the composition of the underlying index, making it suitable for those seeking targeted sector exposure.
The QVMM ETF (Exchange-Traded Fund) offers exposure to a unique investment strategy that focuses on multi-factor scoring within the mid-cap segment of the U.S. equity market. By tracking the QVMM Index, this ETF aims to capture the performance of the top 90% of stocks within the S&P MidCap 400® Index, with an emphasis on factors such as quality, value, and momentum. Investors looking for a diversified approach to mid-cap stocks can use QVMM to access this tailored exposure.
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ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
