(MTUM) USA Momentum Factor - BATS
ETF Category: Large Blend | Exchange: BATS (USA) | Market Cap: 27.029m USD | Total Return: 48.1% in 12m
Avg Turnover: 457M
Warnings
No concerns identified
Tailwinds
Supp Ema20
The iShares MSCI USA Momentum Factor ETF (MTUM) tracks the MSCI USA Momentum SR Variant Index, focusing on domestic large- and mid-cap stocks that demonstrate persistent upward price trends. The fund maintains a mandate to invest at least 80% of its assets in securities that mirror the risk and return profiles of its underlying index.
The momentum strategy relies on the empirical observation that stocks with high risk-adjusted returns over the previous 6 to 12 months often continue to outperform in the short term. Unlike traditional market-cap-weighted funds, MTUM rebalances semi-annually to rotate capital into sectors currently leading the market, which frequently results in high exposure to the technology or healthcare industries during periods of expansion.
Investors can evaluate how these momentum signals align with underlying fundamental metrics by exploring the data on ValueRay.
- Semi-annual index rebalancing shifts sector exposure toward recent market leaders
- Federal Reserve interest rate policy dictates growth stock valuation multiples
- Sustained price trends in technology and communications drive outsized returns
- Relative performance of momentum factor versus broad market capitalization weights
- Volatility spikes trigger defensive rotations within the underlying index constituents
As of June 20, 2026, the stock is trading at USD 338.52 with a total of 1,375,652 shares traded.
Over the past week, the price has changed by +6.23%,
over one month by +15.14%,
over three months by +37.63% and
over the past year by +48.05%.
USA Momentum Factor has no consensus analysts rating.