MTUM
iShares MSCI USA Momentum Factor ETF
📎 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
Performance
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.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 5.49% | Information Technology |
| 2 | JPM | JPMORGAN CHASE & CO | 5.07% | Financials |
| 3 | NVDA | NVIDIA CORP | 4.64% | Information Technology |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC CLASS A | 4.60% | Information Technology |
| 5 | MSFT | MICROSOFT CORP | 4.36% | Information Technology |
| 6 | NFLX | NETFLIX INC | 4.17% | Communication |
| 7 | META | META PLATFORMS INC CLASS A | 3.92% | Communication |
| 8 | ORCL | ORACLE CORP | 3.64% | Information Technology |
| 9 | V | VISA INC CLASS A | 3.15% | Financials |
| 10 | WMT | WALMART INC | 2.94% | Consumer Staples |
| 11 | GE | GE AEROSPACE | 2.64% | Industrials |
| 12 | PM | PHILIP MORRIS INTERNATIONAL INC | 2.61% | Consumer Staples |
| 13 | GEV | GE VERNOVA INC | 2.29% | Industrials |
| 14 | IBM | INTERNATIONAL BUSINESS MACHINES CO | 1.82% | Information Technology |
| 15 | APP | APPLOVIN CORP CLASS A | 1.78% | Information Technology |
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