Morningstar

iShares MSCI USA Momentum Factor ETF MTUM

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis MTUM

Will MTUM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MTUM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MTUM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MTUM’s parent organization’s priorities and whether they’re in line with investors’ interests.

A practical, cost-effective momentum strategy.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

IShares MSCI USA Momentum Factor ETF effectively harnesses stocks trending in a positive direction. That, combined with its consistent exposure to high momentum stocks, earns it a Process Pillar upgrade to Above Average from Average.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings MTUM

More MTUM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Micro Devices Inc

5.70 1B
Technology

Micron Technology Inc

4.79 863M
Technology

Intel Corp

3.71 669M
Technology

Johnson & Johnson

3.57 643M
Healthcare

Cisco Systems Inc

3.56 642M
Technology

ExxonMobil Holdings Corp

3.04 549M
Energy

Alphabet Inc Class A

2.75 496M
Communication Services

Palo Alto Networks Inc

2.64 477M
Technology

Applied Materials Inc

2.49 449M
Technology

SanDisk Corp Ordinary Shares

2.43 437M
Technology

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