ETFs › MTUM

iShares MSCI USA Momentum Factor ETF (MTUM)

momentum smart-beta quarterly-dividends

This ETF targets U.S. large- and mid-cap stocks exhibiting price momentum, aiming to capitalize on market trends. It offers a systematic approach to capturing stocks with strong recent performance, which may continue to outperform in the near term. The fund's momentum strategy can be an effective complement to value-oriented investments or as part of a factor-based portfolio approach.

Key Info

AUM $9.3B
Expense Ratio 0.15%
Inception Date April 16, 2013
Distribution Frequency Quarterly
Weighting Method Momentum Score
Number of Holdings 125
Tracking Index MSCI USA Momentum SR Variant Index

See Also

JMOM PDP FDMO

Last updated: September 10, 2024