MTUM – Fund Analysis – iShares MSCI USA Momentum Factor ETF | Morningstar

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Will MTUM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MTUM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the MTUM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of MTUM’s parent organization’s priorities and whether they’re in line with investors’ interests.

A practical, cost-effective momentum strategy.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

IShares MSCI USA Momentum Factor ETF effectively harnesses stocks trending in a positive direction. That, combined with its consistent exposure to high momentum stocks, earns it a Process Pillar upgrade to Above Average from Average.

by Daniel Sotiroff

Rated on Apr 27, 2026 Published on Apr 27, 2026

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