iShares MSCI USA Momentum Factor ETF (MTUM)
137.63
+1.23
(+0.90%)
USD |
BATS |
Jun 08, 16:00
137.63
0.00 (0.00%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.15% | 0.03% | 8.877B | 458697.8 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.33% | 125.0% | -672.92M | Upgrade |
Basic Info
| Investment 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. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| MSCI USA MOMENTUM SR VARIANT GR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 10.13 yrs |
| Jennifer Hsui | 10.13 yrs |
| Paul Whitehead | 1.41 yrs |
Performance Versus Category
As of June 07, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 07, 2023.
Basic Info
| Investment 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. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| MSCI USA MOMENTUM SR VARIANT GR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 10.13 yrs |
| Jennifer Hsui | 10.13 yrs |
| Paul Whitehead | 1.41 yrs |