PortfolioMetrics

XSMO

- Invesco S&P SmallCap Momentum ETF

Key Information

Earliest date2009-01-02
ExchangeNYSE
Instrument TypeETF
MIC CodeARCX
CountryUnited States

ETF Information

Fund ProviderInvesco
IndexS&P SmallCap 600
Expense Ratio0.39%
Number Of Holdings116
Inception Date2005-03-03
Asset ClassEquity
CurrencyUSD
ListingUS-listed
Investment StyleBlend
Non-leveragedNon-leveraged

About XSMO

The Invesco S&P SmallCap Momentum ETF is an equity fund that tracks an index of U.S. small-cap stocks that exhibit strong price momentum. The fund's investment strategy involves selecting approximately 120 top-scoring stocks based on their price momentum and volatility, and weighting them by a combination of market capitalization and momentum scores. This ETF is suitable for tactical investors seeking to apply a momentum overlay to their small-cap exposure.