Blackrock USA Momentum Factor ETF (MTUM) uses modified Sharpe Ratios to identify stocks with a smooth trend line, and which have gained in price lately. The result is a small basket of about 100-350 stocks with a high-risk-high-reward offering.
Investment ofper month
gives returns of :
at 16.02% / annum
$in 5 years
for a time period of
Returns % (CAGR)based on historic returns of 16.02% per annum
Asset type breakdown
MTUM Holdings - Top 10
Johnson & Johnson
UnitedHealth Group Incorporated
Eli Lilly and Company
MTUM Sectors/Industry Breakdown
% of market value
% of market value
MTUM Summary Data
Avg. mkt. cap (MM)
S&P 500 TR USD
MTUM Portfolio Data & Volatility Analysis
The investment seeks to track the investment results of the MSCI USA Momentum Index. 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 index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.
MTUM Fact Sheets & Reports
About iShares by Blackrock
With more than twenty years of ETF experience, a global line-up of 800+ exchange-traded funds (ETFs) and $1.9 trillion in assets under management, iShares continually strives to unlock new opportunities for our investors. By channeling strategic thinking and expertise into a robust offering of investment funds, iShares aims to make wealth-building easier, more efficient, and more rewarding for all investors.
We are licensed in Singapore, Hong Kong, and India. Kristal Advisors (SG) Pte. Ltd. (CMS100614-4) presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd. (BHZ135) is licensed and regulated by the Securities and Futures Commission to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. (INA100006852) presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India. Kristal, its affiliates and/or its employees may hold positions in the assets discussed herein.
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