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iShares MSCI Intl Momentum Factor ETF IMTM

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IMTM

Will IMTM outperform in 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 IMTM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IMTM 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 IMTM’s parent organization’s priorities and whether they’re in line with investors’ interests.

A practical, cost-effective momentum strategy.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

IShares MSCI International Momentum Factor ETF effectively harnesses stocks trending in a positive direction. But its relatively select portfolio allows stock-specific risks to influence its performance in unpredictable ways.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings IMTM

More IMTM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

5.33 106.6 Mil
Healthcare

Toyota Motor Corp

4.57 91.5 Mil
Consumer Cyclical

Mitsubishi UFJ Financial Group Inc

2.99 59.9 Mil
Financial Services

SAP SE

2.15 42.9 Mil
Technology

Mitsubishi Corp

2.03 40.7 Mil
Industrials

Sumitomo Mitsui Financial Group Inc

1.88 37.5 Mil
Financial Services

HSBC Holdings PLC

1.76 35.3 Mil
Financial Services

Tokyo Electron Ltd

1.65 32.9 Mil
Technology

TotalEnergies SE

1.64 32.8 Mil
Energy

Novartis AG Registered Shares

1.60 31.9 Mil
Healthcare