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
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Micron Technology Inc | 6.47 | 2B | Technology |
Intel Corp | 5.18 | 1B | Technology |
Advanced Micro Devices Inc | 5.07 | 1B | Technology |
Broadcom Inc | 4.28 | 1B | Technology |
Caterpillar Inc | 3.77 | 1B | Industrials |
Lam Research Corp | 3.58 | 968M | Technology |
Exxon Mobil Corp | 3.29 | 890M | Energy |
Applied Materials Inc | 3.20 | 867M | Technology |
Johnson & Johnson | 3.07 | 830M | Healthcare |
GE Vernova Inc | 2.69 | 729M | Industrials |
United States