IShares Edge MSCI USA Momentum Factor MTUM is one of the best momentum funds available and one of the better options within the large-growth category. It offers cost-efficient exposure to stocks with strong recent performance, which should allow it to beat the Russell 1000 Growth Index and the broad market over the long run. It earns a Morningstar Analyst Rating of Silver.
iShares Edge MSCI USA Momentum Fctr ETF MTUM
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MTUM outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s 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.
This is a cost-efficient momentum strategy.
