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 35.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Micro Devices Inc

5.90 1B
Technology

Micron Technology Inc

4.94 925M
Technology

Intel Corp

3.90 730M
Technology

Cisco Systems Inc

3.53 661M
Technology

Johnson & Johnson

3.30 618M
Healthcare

ExxonMobil Holdings Corp

2.97 556M
Energy

Alphabet Inc Class A

2.85 534M
Communication Services

Applied Materials Inc

2.68 501M
Technology

SanDisk Corp Ordinary Shares

2.57 482M
Technology

Palo Alto Networks Inc

2.52 472M
Technology

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