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.
iShares MSCI USA Momentum Factor ETF MTUM
Morningstar’s Analysis MTUM
Will MTUM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Advanced Micro Devices Inc | 6.25 | 1B | Technology |
Micron Technology Inc | 5.42 | 1B | Technology |
Intel Corp | 4.75 | 964M | Technology |
Cisco Systems Inc | 3.33 | 676M | Technology |
Johnson & Johnson | 3.21 | 652M | Healthcare |
Applied Materials Inc | 3.09 | 627M | Technology |
SanDisk Corp Ordinary Shares | 3.05 | 619M | Technology |
Palo Alto Networks Inc | 2.69 | 547M | Technology |
Alphabet Inc Class A | 2.66 | 540M | Communication Services |
ExxonMobil Holdings Corp | 2.53 | 513M | Energy |