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IMOM - ETF AI Analysis
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Alpha Architect International Quantitative Momentum ETF (IMOM)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Mitsui Mining and Smelting Company and Sumitomo Dainippon Pharma Co, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Global Diversification
The ETF has exposure to a wide range of countries, including Japan, Germany, and Israel, reducing reliance on any single geographic market.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low compared to actively managed international ETFs, making it cost-efficient for investors.
Negative Factors
Sector Concentration Risk
Industrials and Financials make up over 50% of the portfolio, which could lead to higher risk if these sectors face challenges.
Mixed Short-Term Performance
The ETF has shown negative one-month performance and modest three-month gains, indicating potential volatility in the short term.
Small U.S. Exposure
With only 7.87% of assets in U.S. companies, the fund may miss opportunities in the world’s largest economy.
IMOM vs. SPDR S&P 500 ETF (SPY)
AUM121.15M
RegionDeveloped Markets
Expense Ratio0.39%
Beta0.86
IssuerAlpha Architect
Inception DateDec 23, 2015
Dividend Yield2.51%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,910
30 Day Avg. Volume13,330
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
41.06Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IMOM Summary
The Alpha Architect International Quantitative Momentum ETF (IMOM) is an investment fund that focuses on international stocks with strong momentum, meaning they’ve been consistently trending upward in price. It includes companies from various countries like Japan, Germany, and Australia, and covers sectors such as Industrials and Financials. Some of its top holdings include Genesis Minerals Limited and Telecom Italia SPA. Investors might consider IMOM for its potential to capture growth in global markets and diversify their portfolios. However, it’s important to know that momentum investing can be risky, as stocks that have been rising may also experience sharp declines if market trends reverse.
How much will it cost me?The Alpha Architect International Quantitative Momentum ETF (IMOM) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average because it uses an actively managed, quantitative strategy to select stocks based on momentum characteristics.
What would affect this ETF?IMOM's focus on developed markets outside North America and its momentum-driven strategy could benefit from global economic growth and increased industrial activity, especially given its high exposure to the Industrials and Financial sectors. However, risks include potential regulatory changes in international markets and economic slowdowns in key regions, which could negatively impact its top holdings in mining, telecommunications, and pharmaceuticals. Additionally, fluctuations in currency exchange rates may affect returns for U.S.-based investors.
IMOM Top 10 Holdings
IMOM is leaning heavily on industrials and financials, which together dominate the fund’s sector allocation. Rising names like Hochtief and Phoenix are fueling performance with strong momentum and solid fundamentals, while Societe Generale adds stability with its attractive valuation and steady growth. However, Evolution Mining’s stretched valuation and potential overbought signals could act as a drag. The fund’s focus on developed markets outside North America provides a diversified global mix, but its concentration in a few sectors means it’s riding the waves of momentum rather than spreading risk broadly.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Elbit Systems | 2.33% | $2.82M | 83.89B | 121.17% | 73 Outperform | |
| Societe Generale | 2.19% | $2.66M | €44.95B | 156.17% | 72 Outperform | |
| Evolution Mining | 2.17% | $2.62M | AU$26.44B | 191.91% | 77 Outperform | |
| Genesis Minerals Limited | 2.16% | $2.61M | AU$8.33B | 190.51% | 76 Outperform | |
| Hochtief | 2.13% | $2.58M | €25.14B | 160.26% | 69 Neutral | |
| Phoenix | 2.13% | $2.58M | 37.06B | 189.81% | 79 Outperform | |
| BPER Banca S.p.A. | 2.12% | $2.57M | €22.45B | 92.55% | 79 Outperform | |
| ― | 2.11% | $2.56M | ― | ― | ― | |
| Acciona | 2.10% | $2.55M | €10.13B | 68.74% | 69 Neutral | |
| Mitsui Mining and Smelting Company | 2.10% | $2.54M | ¥1.06T | 300.28% | 69 Neutral |
IMOM Technical Analysis
Positive
―
Price Trends
36.27
Positive
35.38
Positive
32.75
Positive
Market Momentum
0.50
Negative
72.32
Negative
16.89
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IMOM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 37.15, equal to the 50-day MA of 36.27, and equal to the 200-day MA of 32.75, indicating a bullish trend. The MACD of 0.50 indicates Negative momentum. The RSI at 72.32 is Negative, neither overbought nor oversold. The STOCH value of 16.89 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IMOM.
IMOM Peer Comparison
Comparison Results
Performance Comparison
IMOM
Alpha Architect International Quantitative Momentum ETF
38.36
12.21
46.69%
JIRE
JPMorgan International Research Enhanced Equity ETF
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―
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FENI
Fidelity Enhanced International ETF
―
―
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AIVI
WisdomTree International AI Enhanced Value Fund
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―
―
QUIZ
Zacks Quality International ETF
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―
PQNT
Pictet AI Enhanced International Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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