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MTUM ETF Price & Analysis

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MTUM ETF Chart & Stats

ETF Overview

iShares MSCI USA Momentum Factor ETF

The iShares MSCI USA Momentum Factor ETF, trading under the ticker MTUM, is a dynamic investment vehicle designed to capture the essence of momentum investing within the U.S. equity market. This ETF is strategically positioned in the Size and Style category, with a sharp focus on the Total Market, making it an ideal choice for investors seeking broad-based exposure with a tactical edge. MTUM aims to track the performance of the MSCI USA Momentum Index, which identifies and invests in U.S. stocks exhibiting positive price momentum. This approach allows investors to tap into the potential of high-performing stocks that are trending upwards, leveraging the momentum factor to enhance returns. By emphasizing momentum, this ETF selectively curates a portfolio of companies that have demonstrated strong relative performance, aligning with the investment strategy that past winners often continue to outperform. In the vast landscape of total market ETFs, MTUM carves out its niche by concentrating on stocks that not only represent the broader U.S. market but also exhibit superior momentum characteristics. This strategic focus enables investors to benefit from a diversified portfolio while targeting those companies poised to sustain their upward trajectory. Ideal for those looking to complement their core holdings with a momentum-driven strategy, MTUM stands out as a compelling option for enhancing portfolio growth potential. With its robust methodology and strategic focus, the iShares MSCI USA Momentum Factor ETF offers investors a unique opportunity to capitalize on market trends, making it a valuable addition to any investment strategy aimed at capturing the power of momentum within a broad-based market framework.

iShares MSCI USA Momentum Factor ETF (MTUM) Fund Flow Chart

iShares MSCI USA Momentum Factor ETF (MTUM) 1 year Net Flows: $3B

MTUM ETF FAQ

What was MTUM’s price range in the past 12 months?
MTUM lowest ETF price was $168.49 and its highest was $229.77 in the past 12 months.
    What is the AUM of MTUM?
    As of Feb 19, 2025 The AUM of MTUM is 16.35B.
      Is MTUM overvalued?
      According to Wall Street analysts MTUM’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
        Does MTUM pay dividends?
        MTUM pays a Quarterly dividend of $0.748 which represents an annual dividend yield of 0.67%. See more information on MTUM dividends here
          How many shares outstanding does MTUM have?
          MTUM has 71,148,456 shares outstanding.
            Which hedge fund is a major shareholder of MTUM?
            Among the largest hedge funds holding MTUM’s share is Sensible Financial Planning & Management, LLC.. It holds MTUM’s shares valued at 20M.

              MTUM ETF Smart Score

              For ETFs, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the ETF's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual ETF ticker.​

              Top 10 Holdings

              Name
              Weight %
              Broadcom Inc.
              6.03%
              Walmart Inc.
              5.33%
              JPMorgan Chase & Co.
              5.31%
              Nvidia Corporation
              4.35%
              Costco Wholesale Corp.
              3.84%
              Oracle Corporation
              3.13%
              Abbvie
              3.06%
              Philip Morris International
              2.61%
              Palantir Technologies Inc.
              2.60%
              Intuitive Surgical
              2.15%
              Total38.42%
              See All Holdings
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