MTUM : iShares Edge MSCI USA Momentum Factor ETF

MTUM is a US Stocks Market Large Growth with LOW fees.

MTUM

iShares Edge MSCI USA Momentum Factor ETF

FI Score

74 /100

Diversification Rating

2 /10

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

74% FI Score
  • mtum
  • ETF
  • US Stocks
  • Large Growth

iShares Edge MSCI USA Momentum Factor ETF

Expenses: 0.15% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to track the investment results of the MSCI USA Momentum Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.

Largest Holdings

Amount Holding
5.31% Apple Inc
5.17% Amazon.com, Inc
5.02% Microsoft Corporation
4.39% Johnson & Johnson
3.77% NVIDIA Corporation
3.50% Tesla, Inc
3.42% UnitedHealth Group Incorporated
2.98% Adobe Inc
2.69% Intel Corporation
2.65% Netflix, Inc

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