iShares MSCI USA Momentum Factor ETF MTUM

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.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MTUM

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Micro Devices Inc

5.71914M
Technology

Micron Technology Inc

4.37699M
Technology

Johnson & Johnson

4.17667M
Healthcare

Cisco Systems Inc

3.61578M
Technology

ExxonMobil Holdings Corp

3.20513M
Energy

Intel Corp

2.76443M
Technology

Alphabet Inc Class A

2.74438M
Communication Services

Palo Alto Networks Inc

2.65424M
Technology

UnitedHealth Group Inc

2.50401M
Healthcare

Applied Materials Inc

2.50400M
Technology

Sponsor Center