MTUM seeks to track the investment results of the MSCI USA Momentum Index. Please use the Advanced Chart if you want to have more than one view. Not all ETFs are created equal. The fund seeks to track the investment results of the MSCI USA Momentum Index. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Learn about exchange-traded products, in the Learning Center. As always, this rating system is designed to be used as a first step in the fund evaluation process. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Morningstar Get to know an ETF's objectives, holdings, and performance all in a quick summary. Morningstar U.S. Dividend Growth Index: MSCI USA Momentum Index: YTD Return: 18.01%: 14.40%: 1-Year Return: 29.02%: 20.94%: 3-Year Return: 16.70%: 20.24%: 5-Year Return: 16.62%: 20.74%: 10-Year Return : 0.00%: 0.00%: DGRO description. BNDX is a Vanguard N/A fund and MTUM is a iShares Large Growth fund. Buying factor ETFs can be a great tool in managing a portfolio by giving an investor a chance to participate in the outperformance of a given factor without taking on company-specific risk. The performance data featured represents past performance, which is no guarantee of future results. The investment seeks to track the investment results of the MSCI USA Momentum SR Variant Index. MTUM:BTQ:USD. A fund's Overall Morningstar Rating (TM) is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. Actions. Develop and improve features of our offerings. From an individual holdings point of view, the fund is moderately concentrated on its top 10 holdings with 38.32% ofassetsinthem.Thefundholds129 securities in total. Current performance may be higher or lower than the performance data quoted. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The Fund generally invests at least 90% of its assets in the securities of the Underlying Index. How To Buy. MTUM iShares MSCI USA Momentum Factor ETF Overview; Performance & Distributions; Fund Facts ; Sustainability Characteristics; Fees; Holdings; Literature; Equity. Please use Advanced Chart if you want to display more than one. Find the latest iShares MSCI USA Momentum Facto (MTUM) stock quote, history, news and other vital information to help you with your stock trading and investing. The index consists of stocks exhibiting relatively higher momentum characteristics from the traditional market capitalization-weighted parent index, the MSCI USA Index, as determined by MSCI Inc. Quote Fund Analysis Performance Risk Price Portfolio Parent. Sources: CLS Investments, Morningstar Direct MTUM's sector exposure also matches up well with growth. Additionally, staying alert to the recent performance of various factor ETFs can be a great tool in understanding what type of market we have seen lately, what type of market we are currently in, and which . Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. So, what's the difference between BNDX and MTUM?And which fund is better?. Although the data are gathered from reliable sources, accuracy and completeness cannot be guaranteed. You may also want to check out the following TILT comparisons that investors often look for on Finny. The nonfarm payrolls rose by 531,000 in October, surpassing the estimate of 450,000, per a CNBC article . Past performance is no guarantee of future results. Actions. MEXMTUM. 8 Source: Morningstar Direct as of 5/31/21. A shortcut to view the full list of positions in your portfolio? Holdings: 129. Learn everything you need to know about iShares MSCI USA Momentum Factor ETF (MTUM) and how it ranks compared to other funds. Screens for: Ratio. I have recently been interested in Morningstar's ETF rating system which has been a popular tool used for ranking ETFs and i wanted to do an experiment or judging of sorts on this system because picking the correct ETF for long term investing and sustainability is extremely important especially with compounded growth, dividend reinvestment, and the fact that most people can not the spend the . Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. MTUM iShares MSCI USA Momentum Factor ETF Overview; Performance & Distributions; Fund Facts ; Sustainability Characteristics; Fees; Holdings; Literature; Equity. Nasdaq Real Time Price (USD). Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The weights are: 100% three year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year . More Results. MTUM iShares MSCI USA Momentum Factor ETF Build a Portfolio. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. The investment objective of the Fund is to . It is calculated based . Add this security to watchlist, portfolio, or create an alert to track market movement + Add to watchlist . The Vanguard Total International Bond Index Fund ETF Shares (BNDX) and the iShares MSCI USA Momentum Factor ETF (MTUM) are both among the Top 100 ETFs. View Top Holdings and Key Holding Information for iShares MSCI USA Momentum Facto (MTUM). MTUM has never paid a capital gains distribution vs. avg. Suss the process. *The Overall Morningstar Rating TM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns. Notable ETF Outflow Detected - MTUM, MS, DE, MRNA 11/16/21-12:14PM EST ETF Channel Horizon Investments, LLC Buys PowerShares QQQ Trust Ser 1, BTC iShares MSCI USA Momentum Factor . 10 WPP Plc United Kingdom Narrow 0.75 MTUM 11 Tencent Holdings Ltd. China Wide 0.75 P/FV 12 Taiwan Semiconductor Manufacturing Co Ltd Taiwan Wide 0.78 P/FV 13 HSBC Holdings Plc United Kingdom Narrow 0.78 MTUM 14 Sands China Ltd. Hong Kong Narrow 0.79 MTUM 15 Lloyds . This article is brought to you courtesy of BlackRock . Distribution Yield 0.45%. CFRA research indicates the ETF climbed 52 per cent in the 12 .
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