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iShares MSCI USA Momentum Factor ETFiShares MSCI USA Momentum Factor ETFiShares MSCI USA Momentum Factor ETF

iShares MSCI USA Momentum Factor ETF

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Overview
Analysis Holdings News Ideas Discussions Technicals Seasonals Options

MTUM chart


Full chart

Key stats


Assets under management (AUM)
‪13.66 B‬ USD
Fund flows (1Y)
‪3.19 B‬ USD
Dividend yield (indicated)
0.95%
Discount/Premium to NAV
−0.04%
Shares outstanding
‪69.05 M‬
Expense ratio
0.15%

About iShares MSCI USA Momentum Factor ETF


Issuer
BlackRock, Inc.
Brand
iShares
Home page
ishares.com
Inception date
Apr 16, 2013
Structure
Open-Ended Fund
Index tracked
MSCI USA Momentum SR Variant Index
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
MTUM aims to pick stocks that have steadily increased in price lately. It selects and weights stocks by looking at both 6- and 12-month holding period returns, scaled by the volatility of returns over the past three years. In other words, the fund uses modified Sharpe ratios to find stocks with a smooth, positive trend line. The resulting, small-basket portfolio (it only ever holds between roughly 100 and 350 different stocks) makes large sector bets and carries high market risk. MTUM offers factor-based exposure in an efficient wrapper.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Momentum
Geography
U.S.
Weighting scheme
Momentum
Selection criteria
Momentum

MTUM analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Electronic Technology
Technology Services
Retail Trade
Stock breakdown by region
98%1%

MTUM news



Technicals


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

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

Broaden your horizons with more funds linked to MTUM via country, focus, and more.