MMTM : SPDR S&P 1500 Momentum Tilt ETF

MMTM is a US Stocks Market Large Blend with LOW fees.

MMTM

SPDR S&P 1500 Momentum Tilt ETF

FI Score

60 /100

Diversification Rating

4 /10

Expense Ratio Rating

9 /10

Expense Rating

9 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

60% FI Score
  • mmtm
  • ETF
  • US Stocks
  • Large Blend

SPDR S&P 1500 Momentum Tilt ETF

Expenses: 0.12% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Positive Momentum Tilt Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively high momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively low momentum are underweight. The fund is non-diversified.

Largest Holdings

Amount Holding
9.05% Apple Inc
9.01% Microsoft Corporation
4.68% Amazon.com, Inc
1.66% Alphabet Inc
1.65% UnitedHealth Group Incorporated
1.56% NVIDIA Corporation
1.55% The Procter & Gamble Company
1.47% Intel Corporation
1.42% Visa Inc

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