IMOM - ETF AI Analysis

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Alpha Architect International Quantitative Momentum ETF (IMOM)

Rating:66Neutral

Price Target:―

The Alpha Architect International Quantitative Momentum ETF (IMOM) demonstrates solid performance potential, driven by holdings like Phoenix (IL:PHOE), which benefits from strong financial metrics, robust technical indicators, and attractive valuation. Regis Resources Limited (AU:RRL) also contributes positively with its effective cash management and bullish momentum, though its valuation may limit upside. However, some holdings, such as NEC (JP:6701), face valuation concerns and overbought signals, which slightly weigh on the fund's overall rating. The ETF's concentration in stocks with overbought technical conditions could pose a risk for short-term volatility.

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)

AUM116.42M

RegionDeveloped Markets

Expense Ratio0.39%

Beta0.86

IssuerAlpha Architect

Inception DateDec 23, 2015

Dividend Yield3.17%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume8,106

30 Day Avg. Volume11,849

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

41.85

Price 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 into industrials and financials, which together make up over half of the fund’s portfolio, signaling a clear preference for these sectors. Japanese companies like Sumitomo Dainippon Pharma and Mitsui Mining and Smelting are rising stars, benefiting from strong momentum and solid financials, though some overbought signals suggest caution. Meanwhile, Australian mining names like Regis Resources and Evolution Mining are showing steady gains, but stretched valuations could limit further upside. With its focus on developed markets outside North America, this ETF is a global play on momentum, though its sector concentration may amplify risks.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
4506	Sumitomo Dainippon Pharma Co	2.92%	$3.40M	¥1.08T	349.74%	73 Outperform
1803	Shimizu	2.42%	$2.82M	¥1.85T	42.26%	69 Neutral
5706	Mitsui Mining and Smelting Company	2.32%	$2.71M	¥1.02T	264.54%	73 Outperform
1801	TAISEI	2.28%	$2.66M	¥1.93T	97.29%	74 Outperform
RRL	Regis Resources Limited	2.25%	$2.62M	AU$5.59B	195.21%	78 Outperform
EDV	Endeavour Mining	2.22%	$2.58M	£8.36B	130.25%	74 Outperform
GMD	Genesis Minerals Limited	2.20%	$2.56M	AU$7.61B	163.24%	76 Outperform
6701	NEC	2.20%	$2.56M	¥8.00T	151.78%	72 Outperform
EVN	Evolution Mining	2.17%	$2.52M	AU$24.12B	135.46%	77 Outperform
1812	Kajima	2.16%	$2.51M	¥2.83T	104.78%	71 Outperform

IMOM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

36.52

Positive

100DMA

35.43

Positive

200DMA

32.80

Positive

Market Momentum

MACD

0.25

Positive

RSI

64.09

Neutral

STOCH

65.73

Neutral

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 37.10, equal to the 50-day MA of 36.52, and equal to the 200-day MA of 32.80, indicating a bullish trend. The MACD of 0.25 indicates Positive momentum. The RSI at 64.09 is Neutral, neither overbought nor oversold. The STOCH value of 65.73 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IMOM.

IMOM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IMOM	―	―	$116.42M	0.39%	―
JIRE	―	―	$9.49B	0.24%	―
FENI	―	―	$5.38B	0.28%	―
DFSI	―	―	$870.50M	0.24%	―
AIVI	―	―	$57.68M	0.58%	―
QUIZ	―	―	$46.60M	0.56%	―

Performance Comparison

IMOM

Alpha Architect International Quantitative Momentum ETF

37.83

10.65

39.18%

JIRE

JPMorgan International Research Enhanced Equity ETF

―

FENI

Fidelity Enhanced International ETF

―

DFSI

Dimensional International Sustainability Core 1 ETF

―

AIVI

WisdomTree International AI Enhanced Value Fund

―

QUIZ

Zacks Quality International ETF

―

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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