SPVU provides an aggressive value take on the S&P 500. It holds 100 securities from the S&P 500 that have the highest value scores, which are calculated based on book-to-price ratio, earnings-to-price ratio, and sales-to-price ratio. Selected stocks are weighted by their value scores, scaled by market capitalization. The resulting portfolio exhibits major sector biases, and tends to tilt toward smaller firms. SPVUs top quintile approach is almost guaranteed to make bold bets since it excludes stocks near the middle of the style spectrum. The index is reconstituted and rebalanced semi-annually.
公司网站 :
https://www.invesco.com/portal/site/us/investors/etfs/product-detail?productId=SPVU
总经理:-
建立时间:2015
公司总部:Invesco S&P 500 Enhanced Value ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds