MTUM:ARCA-iShares Edge MSCI USA Momentum Factor (USD)

ETF | Large Growth | NYSE Arca

Last Closing

USD 197.37

Change

0.00 (0.00)%

Market Cap

USD 1.82B

Volume

0.46M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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.

Inception Date: 16/04/2013

Primary Benchmark: MSCI USA Momentum GR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-31 )

Largest Industry Peers for Large Growth

ETFs Containing MTUM

GAA 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.80% 100% F 96% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.80% 100% F 96% N/A
Trailing 12 Months  
Capital Gain 34.03% 100% F 95% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 34.03% 100% F 95% A
Trailing 5 Years  
Capital Gain 63.05% 100% F 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 63.05% 100% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.06% N/A N/A 82% B
Dividend Return 11.00% N/A N/A 83% B
Total Return 0.94% N/A N/A 33% F
Risk Return Profile  
Volatility (Standard Deviation) 21.15% N/A N/A 17% F
Risk Adjusted Return 52.01% N/A N/A 55% F
Market Capitalization 1.82B 100% F 93% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike