IShares MSCI USA Momentum Factor ETF MTUM cheaply harnesses momentum, a time-tested factor with a history of market-beating returns. Recent index tweaks should have little impact on a solid approach and are unlikely to change the fund’s somewhat unpredictable nature.
iShares MSCI USA Momentum Factor ETF MTUM
Morningstar’s Analysis MTUM
Will MTUM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 8.02 | 813.2 Mil | Technology |
Broadcom Inc | 5.78 | 585.4 Mil | Technology |
Eli Lilly and Co | 5.50 | 556.9 Mil | Healthcare |
Meta Platforms Inc Class A | 5.20 | 527.4 Mil | Communication Services |
Amazon.com Inc | 4.53 | 458.6 Mil | Consumer Cyclical |
Microsoft Corp | 4.39 | 444.8 Mil | Technology |
Costco Wholesale Corp | 3.20 | 323.8 Mil | Consumer Defensive |
Advanced Micro Devices Inc | 3.09 | 313.1 Mil | Technology |
Netflix Inc | 2.67 | 270.3 Mil | Communication Services |
GE Aerospace | 2.23 | 225.6 Mil | Industrials |