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iShares MSCI USA Momentum Factor ETF MTUM ETF Analysis

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

Morningstar’s Analysis MTUM

Will MTUM outperform in 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.

Process tweaks bring marginal improvements.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

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.

by Ryan Jackson
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