iShares MSCI USA Momentum Factor ETF MTUM
ASignal view: Not yet rated
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.
Fund facts
Category
Large Blend
Expense ratio
0.15%
AUM
$25.32B
Sector breakdown
Asset allocation
Signal overlay
ASignal covers 10 of 10 top holdings. Weighted across covered holdings:
BULLISH 8% · NEUTRAL 92% · BEARISH 0%
Top holdings
| Symbol | Name | Weight | ASignal |
|---|---|---|---|
| MU | Micron Technology Inc | 5.9% | Neutral |
| AMD | Advanced Micro Devices Inc | 5.1% | Neutral |
| AVGO | Broadcom Inc | 4.7% | Neutral |
| INTC | Intel Corp | 4.1% | Neutral |
| XOM | ExxonMobil Holdings Corp | 3.8% | Neutral |
| CAT | Caterpillar Inc | 3.7% | Neutral |
| JNJ | Johnson & Johnson | 3.5% | Neutral |
| AMAT | Applied Materials Inc | 3.1% | Bullish |
| LRCX | Lam Research Corp | 3.1% | Neutral |
| GEV | GE Vernova Inc | 3.1% | Neutral |