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 Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
IWF iShares Russell 1000 Growth 0.20 %

+1.88 (+1.36%)

USD 40.76B
VUG Vanguard Growth 0.05 %

+1.77 (+1.25%)

USD 34.27B
IVW iShares S&P 500 Growth 0.18 %

+1.75 (+1.11%)

USD 21.32B
SCHG Schwab U.S. Large-Cap Growth 0.04 %

+0.97 (+1.33%)

USD 6.36B
MGK Vanguard Mega Cap Growth 0.07 %

+1.35 (+1.20%)

USD 3.77B
SPYG SPDR Series Trust Portfolio S&.. 0.06 %

+0.41 (+1.20%)

USD 3.58B
VOOG Vanguard S&P 500 Growth 0.15 %

+1.64 (+1.16%)

USD 2.24B
RPG Invesco S&P 500 Pure Growth 0.35 %

+1.43 (+1.35%)

USD 2.15B
FLGE Credit Suisse FI Large Cap Gro.. 0.00 %

+4.99 (+2.34%)

USD 1.72B
FBGX UBS AG FI Enhanced Large Cap G.. 0.00 %

+4.98 (+2.35%)

USD 1.27B

ETFs Containing MTUM

GAA Cambria Global Asset Allo.. 4.12 % 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 50.64% N/A N/A N/A N/A
Dividend Return 5.10% N/A N/A N/A N/A
Total Return 55.74% N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 9.82% N/A N/A N/A N/A
Dividend Return 10.83% N/A N/A N/A N/A
Total Return 1.01% N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.58% N/A N/A N/A N/A
Risk Adjusted Return 142.89% 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