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Upturn AI SWOT - About
Invesco S&P MidCap Value with Momentum ETF (PXMV)
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Upturn Advisory Summary
08/14/2025: PXMV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.35% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.9 | 52 Weeks Range 45.40 - 61.41 | Updated Date 06/29/2025 |
52 Weeks Range 45.40 - 61.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P MidCap Value with Momentum ETF
ETF Overview
Overview
The Invesco S&P MidCap Value with Momentum ETF (XJH) seeks to track the investment results of the S&P MidCap 400 High Momentum Value Index, which is designed to measure the performance of mid-capitalization U.S. companies exhibiting both value and momentum characteristics.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history of offering a wide range of ETFs and other investment products.
Management Expertise
Invesco has a large team of experienced investment professionals managing its various ETFs, including specialists in quantitative analysis and factor-based investing.
Investment Objective
Goal
The ETF seeks to track the investment results of the S&P MidCap 400 High Momentum Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'passive' or indexing investment approach designed to track the performance of the index. The index selects companies from the S&P MidCap 400 Index based on value and momentum factors.
Composition The ETF primarily holds stocks of mid-capitalization U.S. companies selected for their value and momentum characteristics. The portfolio is rebalanced and reconstituted periodically.
Market Position
Market Share: XJH's market share within the mid-cap value ETF segment is moderate, as other larger ETFs dominate the space.
Total Net Assets (AUM): 84660000
Competitors
Key Competitors
- IJS
- RFV
- VBR
Competitive Landscape
The mid-cap value ETF industry is moderately competitive, with several well-established players holding a significant portion of the market share. XJH's advantage lies in its specific value and momentum factor combination, which differentiates it from broader mid-cap value offerings. However, larger competitors with greater AUM may have lower expense ratios and greater liquidity.
Financial Performance
Historical Performance: Historical performance is not provided due to the dynamic nature of this data and the requirement for numerical array format. Obtain historical data from financial data providers.
Benchmark Comparison: Benchmark comparison is not provided due to the dynamic nature of this data and the requirement for numerical array format. Obtain benchmark data from financial data providers.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average daily trading volume for XJH is moderate, which may affect the ease of buying or selling large positions.
Bid-Ask Spread
The bid-ask spread for XJH is generally reasonable, but it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
XJH's performance is influenced by factors such as interest rates, economic growth, and investor sentiment towards value and momentum stocks. Sector-specific conditions within the mid-cap universe also play a role.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract investors seeking exposure to mid-cap value and momentum stocks. Changes in the underlying index methodology or holdings can impact its future performance.
Moat and Competitive Advantages
Competitive Edge
XJH's competitive advantage lies in its unique combination of value and momentum factors within the mid-cap space, potentially capturing the upside of both investment styles. This factor combination can be appealing to investors seeking enhanced returns. The Invesco brand also lends credibility. However, the strategy's effectiveness depends on the sustained performance of value and momentum factors.
Risk Analysis
Volatility
Historical volatility for XJH is not provided due to the dynamic nature of this data. Obtain volatility data from financial data providers.
Market Risk
XJH is subject to market risk, as the value of its holdings can fluctuate due to economic conditions, investor sentiment, and company-specific factors. Additionally, the focus on value and momentum stocks introduces factor-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor for XJH is someone seeking exposure to mid-cap U.S. equities with a value and momentum tilt. They should have a moderate to high risk tolerance and a long-term investment horizon.
Market Risk
XJH is suitable for long-term investors who believe in the potential of value and momentum factors, but it may not be appropriate for risk-averse investors or those with a short-term investment horizon.
Summary
Invesco S&P MidCap Value with Momentum ETF (XJH) offers exposure to mid-cap U.S. companies exhibiting both value and momentum characteristics. This approach can potentially enhance returns, but it also introduces specific factor risks. The ETF is suitable for long-term investors with a moderate to high risk tolerance. While Invesco's reputation is strong, XJH's market share is relatively small compared to its competitors. Investors should carefully consider the ETF's investment objective, strategy, and risks before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P MidCap Value with Momentum ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 High Momentum Value Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 80 stocks in the S&P MidCap 400® that have the highest "value" and "momentum" scores.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.