IShares MSCI USA Momentum Factor ETF MTUM is a low-cost way to channel momentum, a well-vetted factor with a strong track record. Relying on successful stock selection makes the fund somewhat unpredictable, but it’s a solid choice overall. It earns a Morningstar Analyst Rating of Bronze.
Morningstar’s Analysis MTUM
Will MTUM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 125
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 39.3