MTUM:ARCA-iShares Edge MSCI USA Momentum Factor

ETF | Large Growth | NYSE Arca

Last Closing

USD 91.2

Change

0.00 (0.00)%

Market Cap

USD 1.82B

Volume

0.30M

Analyst Target

N/A
Analyst Rating

N/A

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: 2018-12-14 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
VUG Vanguard Growth Index Fund ETF.. 0.04 %

+0.12 (+0.04%)

USD 117.39B
IWF iShares Russell 1000 Growth ET.. 0.19 %

+0.01 (+0.00%)

USD 87.69B
IVW iShares S&P 500 Growth ETF 0.18 %

+0.02 (+0.02%)

USD 42.26B
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

+0.10 (+0.11%)

USD 26.84B
SPYG SPDR® Portfolio S&P 500 Growt.. 0.06 %

+0.02 (+0.03%)

USD 24.90B
MGK Vanguard Mega Cap Growth Index.. 0.07 %

+0.02 (+0.01%)

USD 19.10B
IWY iShares Russell Top 200 Growth.. 0.20 %

+0.07 (+0.04%)

USD 10.22B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

-0.03 (-0.01%)

USD 8.39B
SPGP Invesco S&P 500 GARP ETF 0.36 %

-0.72 (-0.70%)

USD 4.59B
JKE iShares Morningstar Growth ETF 0.25 %

N/A

USD 2.06B

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 N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain 57.00% N/A N/A N/A N/A
Dividend Return 5.68% N/A N/A N/A N/A
Total Return 62.67% N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 10.10% N/A N/A N/A N/A
Dividend Return 11.13% N/A N/A N/A N/A
Total Return 1.03% N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.46% N/A N/A N/A N/A
Risk Adjusted Return 149.29% N/A N/A N/A N/A
Market Capitalization 1.82B N/A N/A N/A N/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:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike