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.
iShares MSCI USA Momentum Factor ETF MTUM
Morningstar’s Analysis MTUM
Will MTUM outperform in the 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 33.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Advanced Micro Devices Inc | 5.50 | 943M | Technology |
Micron Technology Inc | 4.89 | 838M | Technology |
Johnson & Johnson | 3.78 | 649M | Healthcare |
Cisco Systems Inc | 3.62 | 621M | Technology |
ExxonMobil Holdings Corp | 3.22 | 552M | Energy |
Palo Alto Networks Inc | 2.75 | 471M | Technology |
Intel Corp | 2.73 | 468M | Technology |
Applied Materials Inc | 2.61 | 447M | Technology |
Alphabet Inc Class A | 2.48 | 426M | Communication Services |
UnitedHealth Group Inc | 2.36 | 404M | Healthcare |