MTUM — iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF (ticker: MTUM) is a equity ETF issued by BlackRock, Inc. tracking MSCI USA Momentum Index. It was launched on 2013-04-16.
About MTUM
This ETF tracks the MSCI USA Momentum Index, which is designed to capture large- and mid-cap U.S. stocks exhibiting relatively higher price momentum. The fund holds 129 equity securities. Investors might consider this fund for exposure to U.S. companies that have demonstrated recent strong performance.
- Tracks the MSCI USA Momentum Index, focusing on U.S. large and mid-cap momentum stocks.
- The fund holds 129 equity securities.
- Current top holdings include Broadcom Inc., NVIDIA Corp, and Micron Technology Inc.
- Has an expense ratio of 0.15% and $26.00B in AUM.
Returns (Total Return)
| Period | Return |
|---|---|
| 1 Day | 2.81% |
| 1 Week | -0.58% |
| 1 Month | 4.40% |
| 3 Months | 30.48% |
| 6 Months | 24.35% |
| YTD | 25.88% |
| 1 Year | 35.98% |
| 3 Years | 133.46% |
| 5 Years | 93.47% |
| 10 Years | — |
| Since Inception | — |
Top Holdings
| # | Security | Symbol | Weight |
|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 6.73% |
| 2 | BROADCOM INC | AVGO | 6.73% |
| 3 | BROADCOM INC | AVGO | 6.73% |
| 4 | NVIDIA CORP | NVDA | 6.56% |
| 5 | NVIDIA CORP | NVDA | 6.56% |
| 6 | BROADCOM INC | AVGO | 6.13% |
| 7 | BROADCOM INC | AVGO | 6.13% |
| 8 | BROADCOM INC | AVGO | 6.13% |
| 9 | BROADCOM INC | AVGO | 6.13% |
| 10 | BROADCOM INC | AVGO | 6.13% |
Fund Profile
| Issuer | BlackRock, Inc. |
|---|---|
| Brand | iShares |
| Asset Class | equity |
| Strategy | Momentum |
| Structure | ETF |
| Category | Size and Style |
| Segment | Equity: U.S. - Total Market |
| Region | North America |
| Index Tracked | MSCI USA Momentum Index |
| Inception Date | 2013-04-16 |
| Tax on Distributions | Qualified dividends |
Quick Facts
| Ticker | MTUM |
|---|---|
| Full Name | iShares MSCI USA Momentum Factor ETF |
| Issuer | BlackRock, Inc. |
| Asset Class | equity |
| Expense Ratio | 0.00% |
| AUM | $27.59B |
| Inception | 2013-04-16 |
| Index Tracked | MSCI USA Momentum Index |
Frequently Asked Questions
What does MTUM track?
MTUM (iShares MSCI USA Momentum Factor ETF) tracks MSCI USA Momentum Index, a equity benchmark.
What is the expense ratio of MTUM?
MTUM has an expense ratio of 0.00% per year.
What is the AUM of MTUM?
MTUM has approximately $27.59B in assets under management.
Does MTUM pay a dividend?
MTUM distributes income according to its prospectus (Qualified dividends tax treatment). Check the dividend history tab for ex-dividend dates and yield.
Who issues MTUM?
MTUM is issued by BlackRock, Inc. under the iShares brand, launched on 2013-04-16.
Open the interactive MTUM dashboard for charts, historical fund flows, holdings breakdown and seasonality patterns.