MTUM

iShares MSCI USA Momentum Factor ETF

$243.48

+0.00%

Market closed. Last update: 2:14 AM ET

📎 Investment Objective

The iShares MSCI USA Momentum Factor ETF (MTUM) seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks exhibiting relatively higher price momentum.

Overview

ETF tracking iShares MSCI USA Momentum Factor ETF

Category Growth

Issuer BlackRock

Inception Date 2017-08-02

Market Cap $20.4B

Average Volume N/A

Dividend Yield 0.93%

52-Week Range $180.84 - $261.12

VWAP $244.24

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The iShares MSCI USA Momentum Factor ETF (MTUM) seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks exhibiting relatively higher price momentum.

🎯 Investment Strategy

The fund invests in a portfolio of U.S. stocks that have exhibited relatively high price momentum. The portfolio is rebalanced quarterly to maintain exposure to the momentum factor.

✨ Key Features

Provides exposure to U.S. stocks with strong recent price performance
Utilizes a quantitative, rules-based approach to momentum investing
Diversified portfolio of large- and mid-cap U.S. equities
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Momentum investing risk: Stocks with high recent returns may not continue to perform well
Concentration risk: The fund is concentrated in the U.S. equity market
Liquidity risk: The fund may have difficulty trading certain securities at an advantageous time and price

👤 Best For

MTUM may be suitable for investors seeking exposure to U.S. stocks exhibiting strong price momentum as part of a diversified portfolio. Investors should have a higher risk tolerance and a longer-term investment horizon to weather potential periods of underperformance.