(MXWO) Invesco MSCI World USD - Ratings and Ratios
Global Stocks, Large Cap, Equity Funds, Diversified Portfolio, Developed Markets
Description: MXWO Invesco MSCI World USD
The Invesco MSCI World UCITS ETF USD (SW:MXWO) is a globally diversified equity ETF that tracks the Morningstar Global TME NR USD index, providing broad exposure to large-cap stocks across developed markets. As a Global Large-Cap Blend Equity ETF, it offers a balanced representation of the global equity market.
Key performance indicators (KPIs) for this ETF include its ability to provide consistent returns with relatively low volatility, given its diversified portfolio. The funds Assets Under Management (AUM) stand at approximately $6.18 billion USD, indicating a significant investor base and liquidity. The ETFs tracking of the Morningstar Global TME NR USD index means its performance is closely tied to the overall global equity market, making it a good benchmark for investor portfolios.
From a technical analysis perspective, the ETFs recent price action shows it is trading near its 52-week high, indicating strong recent performance. The short-term (20-day) and long-term (50-day and 200-day) Simple Moving Averages (SMAs) suggest an overall upward trend, with the short-term SMA above the long-term SMAs, a bullish signal. The Average True Range (ATR) indicates relatively low volatility, which may appeal to risk-averse investors seeking stable returns.
Investors considering MXWO should evaluate its fit within their overall portfolio strategy, particularly in terms of global equity exposure and risk management. The ETFs diversification across global large-cap stocks can help mitigate risk, while its tracking of a broad index provides a straightforward investment approach. As with any investment, its essential to assess the ETFs historical performance, fees, and how it aligns with individual investment goals.
Additional Sources for MXWO ETF
MXWO ETF Overview
Market Cap in USD | 6,178m |
Category | Global Large-Cap Blend Equity |
TER | 0.19% |
IPO / Inception | 2009-04-02 |
MXWO ETF Ratings
Growth Rating | 40.6 |
Fundamental | - |
Dividend Rating | 0.0 |
Rel. Strength | 0.23 |
Analysts | - |
Fair Price Momentum | 112.43 USD |
Fair Price DCF | - |
MXWO Dividends
Currently no dividends paidMXWO Growth Ratios
Growth Correlation 3m | 94.4% |
Growth Correlation 12m | 94.4% |
Growth Correlation 5y | 94.4% |
CAGR 5y | 11.47% |
CAGR/Max DD 5y | 6.76 |
Sharpe Ratio 12m | 0.20 |
Alpha | -0.68 |
Beta | 0.778 |
Volatility | 37.73% |
Current Volume | 0.7k |
Average Volume 20d | 0k |
As of July 03, 2025, the stock is trading at USD 126.12 with a total of 684 shares traded.
Over the past week, the price has changed by +1.59%, over one month by +4.13%, over three months by +11.47% and over the past year by +11.47%.
Partly, yes. Based on ValueRay´s Analyses, Invesco MSCI World USD (SW:MXWO) is currently (July 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 40.64 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of MXWO is around 112.43 USD . This means that MXWO is currently overvalued and has a potential downside of -10.85%.
Invesco MSCI World USD has no consensus analysts rating.
According to our own proprietary Forecast Model, MXWO Invesco MSCI World USD will be worth about 129.2 in July 2026. The stock is currently trading at 126.12. This means that the stock has a potential upside of +2.47%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 129.2 | 2.5% |