MTUM
iShares MSCI USA Momentum Factor ETF
Equity
You can trade this ETF now.
MTUM
iShares MSCI USA Momentum Factor ETF
EXPLORE THE ADVISORS' PORTFOLIO TOOL
Visit the 360° Evaluator tool, exclusively for advisors, to analyze investments within a portfolio context in minutes. Learn how key attributes of this fund could factor into your decision-making.
OK
-
NAV as of Apr 18, 2024
$178.11
52 WK: 135.35 - 189.21 - 1 Day NAV Change as of Apr 18, 2024 -1.14 (-0.63%)
- NAV Total Return as of Apr 18, 2024 YTD: 13.61%
-
Fees as stated in the prospectus
Expense Ratio: 0.15%
Overview
Why MTUM?
1. Exposure to large- and mid-cap U.S. stocks exhibiting relatively higher price momentum
2. Index-based access to a specific factor which has historically driven a significant part of companies' risk and return1
3. Use to help manage exposure and risk within a stock allocation
1 Source: N. Jegadeesh and S. Titman, “Returns to Buying Winners and Selling Losers: Implications for Stock Market Efficiency.” Journal of Finance, 1993.
INVESTMENT OBJECTIVE
The iShares MSCI USA Momentum Factor ETF seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks exhibiting relatively higher price momentum.