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BMVP - ETF AI Analysis
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Invesco Bloomberg Mvp Multi-Factor Etf (BMVP)
Rating:72Outperform
Price Target:
$53.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Caterpillar and Corning, have delivered strong year-to-date gains, supporting the fund’s performance.
Broad Sector Diversification
The ETF is spread across 11 sectors, reducing the risk of being overly reliant on any single industry.
Low Expense Ratio
The fund’s expense ratio is relatively low, making it cost-effective for investors.
Negative Factors
High Geographic Concentration
The ETF is almost entirely focused on U.S. companies, limiting exposure to international markets.
Mixed Recent Performance
Short-term returns have been flat or slightly negative, which may concern investors looking for consistent growth.
Small Asset Base
The fund’s assets under management are relatively modest, which could impact liquidity and scalability.
BMVP vs. SPDR S&P 500 ETF (SPY)
AUM99.28M
RegionNorth America
Expense Ratio0.29%
Beta0.65
IssuerInvesco
Inception DateMay 01, 2003
Dividend Yield1.68%
Asset ClassEquity
Index TrackedBloomberg MVP Index - USD - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,609
30 Day Avg. Volume5,409
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
54.00Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering57
BMVP Summary
The Invesco Bloomberg MVP Multi-Factor ETF (BMVP) is an investment fund that focuses on large U.S. companies using a strategy based on factors like value, momentum, and quality. It includes well-known companies such as Caterpillar and Johnson & Johnson, offering exposure to industries like technology, healthcare, and financials. This ETF is a good option for investors looking to diversify their portfolio while targeting large-cap stocks with strong growth potential. However, since it tracks the overall market, its value can go up or down depending on broader economic conditions.
How much will it cost me?The Invesco Bloomberg MVP Multi-Factor ETF (BMVP) has an expense ratio of 0.29%, which means you’ll pay $2.90 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it uses an actively managed multi-factor strategy to select stocks, rather than simply tracking a broad index. It’s designed to potentially offer better returns through its targeted approach.
What would affect this ETF?The BMVP ETF, with its focus on large-cap U.S. companies across diverse sectors like technology, financials, and healthcare, could benefit from economic growth and innovation in these industries, particularly if consumer spending and corporate earnings remain strong. However, rising interest rates or regulatory changes could negatively impact sectors like financials and technology, while broader economic slowdowns might affect the performance of large-cap stocks overall.
BMVP Top 10 Holdings
The BMVP ETF leans heavily into large-cap U.S. equities, with notable exposure to technology and financial sectors. Alphabet (GOOGL) is a steady performer, buoyed by its AI and cloud growth, but legal hurdles could weigh on momentum. Corning (GLW) shines with strong gains thanks to its strategic growth in optical communications, while Dollar Tree (DLTR) is lagging, struggling with profitability despite expanding its customer base. Johnson & Johnson (JNJ) offers stability with robust growth prospects in healthcare. Overall, the fund’s sector diversity balances rising stars with a few underwhelming names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cardinal Health | 2.23% | $2.21M | $45.33B | 64.27% | 65 Neutral | |
| Caterpillar | 2.21% | $2.19M | $270.43B | 52.06% | 76 Outperform | |
| Alphabet Class A | 2.12% | $2.10M | $3.40T | 64.16% | 80 Outperform | |
| LPL Financial | 2.08% | $2.06M | $30.19B | 34.36% | 70 Outperform | |
| International Business Machines | 2.00% | $1.98M | $287.35B | 47.62% | 77 Outperform | |
| Corning | 1.99% | $1.97M | $76.31B | 84.20% | 77 Outperform | |
| American Express | 1.98% | $1.97M | $248.49B | 32.28% | 81 Outperform | |
| Gilead Sciences | 1.98% | $1.96M | $148.64B | 33.83% | 75 Outperform | |
| Cencora | 1.98% | $1.96M | $65.49B | 44.20% | 65 Neutral | |
| HCA Healthcare | 1.98% | $1.96M | $104.90B | 28.69% | 77 Outperform |
BMVP Technical Analysis
Negative
―
Price Trends
48.53
Negative
48.25
Negative
47.62
Positive
Market Momentum
-0.08
Negative
46.56
Neutral
30.93
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BMVP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 48.27, equal to the 50-day MA of 48.53, and equal to the 200-day MA of 47.62, indicating a neutral trend. The MACD of -0.08 indicates Negative momentum. The RSI at 46.56 is Neutral, neither overbought nor oversold. The STOCH value of 30.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BMVP.
BMVP Peer Comparison
Comparison Results
Performance Comparison
BMVP
Invesco Bloomberg Mvp Multi-Factor Etf
48.14
1.04
2.21%
BCUS
Bancreek U.S. Large Cap ETF
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ONEO
SPDR Russell 1000 Momentum Focus ETF
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UPSD
Aptus Large Cap Upside ETF
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HUSV
First Trust Horizon Managed Volatility Domestic ETF
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EGGY
NestYield Dynamic Income Shield ETF
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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.
Disclaimer
This 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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