INVESCO S&P 500 LOW VOL IDX CAD UNITSINVESCO S&P 500 LOW VOL IDX CAD UNITSINVESCO S&P 500 LOW VOL IDX CAD UNITS

INVESCO S&P 500 LOW VOL IDX CAD UNITS

No trades
See on Supercharts

Key stats

Assets under management (AUM)
‪24.92 M‬CAD
Fund flows (1Y)
‪−1.88 M‬CAD
Dividend yield (indicated)
1.89%
Discount/Premium to NAV
0.07%

About INVESCO S&P 500 LOW VOL IDX CAD UNITS

Issuer
Invesco Ltd.
Brand
Invesco
Expense ratio
0.33%
Home page
Inception date
Jan 12, 2017
Index tracked
S&P 500 Low Volatility
Management style
Passive
The fund offers a straightforward low-volatility take on the S&P 500. It selects about 100 S&P 500 stocks with the lowest daily volatility over the past year. Least volatile stocks receive the highest weight in the portfolio. ULV does not consider correlation among stocks, so it produces a basket of low-volatility stocks, not a minimum volatility portfolio. The largely unconstrained fund makes sizable sector bets at times, which can change dramatically over successive quarterly rebalances. Volatility-based selection and weighting typically drive ULV's market-cap and beta lower than its neutral benchmark.

Classification

Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Low volatility
Weighting scheme
Volatility
Selection criteria
Volatility
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy