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iShares MSCI USA Momentum Factor ETF MTUM

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 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.

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Portfolio Holdings MTUM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

5.99 581.7 Mil
Communication Services

NVIDIA Corp

5.82 565.6 Mil
Technology

Broadcom Inc

5.59 543.6 Mil
Technology

Eli Lilly and Co

5.43 528.2 Mil
Healthcare

Amazon.com Inc

4.84 470.2 Mil
Consumer Cyclical

Microsoft Corp

4.64 450.9 Mil
Technology

Adobe Inc

3.53 342.6 Mil
Technology

Advanced Micro Devices Inc

2.64 256.7 Mil
Technology

Netflix Inc

2.53 246.0 Mil
Communication Services

Alphabet Inc Class A

2.40 232.8 Mil
Communication Services