MTUM – iShares MSCI USA Momentum Factor ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of the MSCI USA Momentum SR Variant Index. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MTUM	iShares MSCI USA Momentum Factor ETF	ETF	Open	—		Apr 16, 2013	—	0.150%	—	—	—
MTUM	iShares MSCI USA Momentum Factor ETF	ETF	Open			Apr 16, 2013	$20.54B	0.150%	—	—	−$4.18B

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