XMMO - ETF AI Analysis
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Invesco S&P MidCap Momentum ETF (XMMO)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Year-to-Date Results
The fund has delivered strong gains so far this year, showing solid momentum in its current strategy.
Top Holdings with Strong Momentum
Many of the largest positions have shown strong price performance, which has helped drive the ETF’s overall returns.
Broad Sector Diversification
Holdings spread across industrials, technology, energy, health care, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Heavy Tilt Toward Industrials
A large share of the portfolio is in industrial companies, which increases the fund’s sensitivity to that sector’s ups and downs.
Very High U.S. Concentration
Almost all assets are invested in U.S. stocks, offering little geographic diversification if the U.S. market struggles.
Moderate Expense Ratio
The fund’s fees are not especially low, which can slightly reduce long-term returns compared with cheaper index ETFs.
XMMO vs. SPDR S&P 500 ETF (SPY)
AUM7.17B
RegionNorth America
Expense Ratio0.35%
Beta1.04
IssuerInvesco
Inception DateMar 03, 2005
Dividend Yield0.63%
Asset ClassEquity
Index TrackedS&P MidCap 400 Momentum Index (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume404,870
30 Day Avg. Volume404,436
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
198.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering76
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XMMO Summary
The Invesco S&P MidCap Momentum ETF (XMMO) is a fund that follows the S&P MidCap 400 Momentum Index, focusing on medium‑sized U.S. companies whose stock prices have been rising strongly. It holds a mix of sectors, with a big tilt toward industrials and technology, and includes names like Curtiss-Wright and TechnipFMC. An investor might choose XMMO to seek growth from mid-sized companies that are already showing strong performance, while adding diversification beyond large caps. A key risk is that momentum stocks can fall quickly when trends reverse, and the fund can go up and down with the overall market.
How much will it cost me?The Invesco S&P MidCap Momentum ETF (XMMO) has an expense ratio of 0.35%, meaning you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on mid-cap stocks with strong momentum, which requires more research and management compared to passively managed funds. It’s a good choice if you’re looking for targeted exposure to mid-cap companies with growth potential.
What would affect this ETF?The Invesco S&P MidCap Momentum ETF (XMMO) could benefit from strong economic growth in the U.S., particularly if mid-cap companies in sectors like Industrials and Technology continue to perform well. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially in cyclical sectors like Consumer Cyclical and Financials, which are sensitive to broader economic conditions. Regulatory changes or shifts in market sentiment toward momentum investing could also influence the ETF's performance.
XMMO Top 10 Holdings
XMMO is riding a powerful mid-cap industrial wave, with names like Sterling Infrastructure, MKS Instruments, ATI, and Carpenter Technology doing much of the heavy lifting thanks to strong, ongoing momentum. TechnipFMC and Roivant Sciences add a more mixed flavor, with rising trends but some fundamental quirks that keep them from fully stealing the show. On the flip side, Royal Gold has been lagging, acting as a small brake on performance. Overall, the fund is heavily tilted toward U.S. industrial and energy players, giving it a distinctly domestic, cyclical feel.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Curtiss-Wright | 4.21% | $301.68M | $25.10B | 46.19% | 74 Outperform | |
| TechnipFMC | 3.55% | $254.32M | $28.60B | 89.50% | 80 Outperform | |
| ATI | 3.33% | $238.88M | $24.28B | 136.42% | 78 Outperform | |
| Woodward | 2.74% | $196.54M | $22.96B | 38.59% | 79 Outperform | |
| Sterling Infrastructure | 2.63% | $188.42M | $15.17B | 117.02% | 71 Outperform | |
| nVent Electric | 2.54% | $182.32M | $21.61B | 84.65% | 76 Outperform | |
| Roivant Sciences | 2.51% | $179.97M | $23.64B | 203.87% | 58 Neutral | |
| Royal Gold | 2.45% | $175.30M | $16.59B | 34.09% | 78 Outperform | |
| Mueller Industries | 2.26% | $162.10M | $14.47B | 56.64% | 78 Outperform | |
| Carpenter Technology | 2.21% | $158.66M | $26.36B | 101.98% | 75 Outperform |
XMMO Technical Analysis
Negative
―
Price Trends
164.35
Negative
159.08
Negative
149.40
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XMMO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 159.36, equal to the 50-day MA of 164.35, and equal to the 200-day MA of 149.40, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for XMMO.
XMMO Peer Comparison
Comparison Results
Performance Comparison
XMMO
Invesco S&P MidCap Momentum ETF
154.29
26.31
20.56%
FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
JHMM
John Hancock Multifactor Mid Cap ETF
―
―
―
XMHQ
Invesco S&P MidCap Quality ETF
―
―
―
DON
WisdomTree U.S. MidCap Dividend Fund
―
―
―
IVOO
Vanguard S&P Mid-Cap 400 ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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