MTUM MSCI USA Momentum Fund
- All Cap Equities
MTUM - Profile
- Issuer: iShares
- Structure: ETF
- Expense Ratio: 0.15%
- ETF Home Page: MTUM
- Inception: Apr 16, 2013
- Tax Form: 1099
- MTUM Tracks This Index: MSCI USA Momentum Index
- 52 Week Lo: $58.14
- 52 Week Hi: $73.18
- AUM: $655.9 M
- Shares: 9.1 M
Alternative ETFs in the All Cap Equities Category
|Type||Ticker||Expense Ratio||Assets||Avg. Daily Vol||YTD Return|
|Most Liquid (Volume)|
|Top YTD Performer|
The index consists of stocks exhibiting 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 - Realtime Rating
Realtime Rating Summary
MTUM is a passive ETF that seeks to replicate MSCI USA Momentum Index. The index consists of stocks exhibiting higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.
The adjacent table gives investors an individual Realtime Rating for MTUM on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the All Cap Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.
MTUM In-Depth Analysis
The following tables and charts contain in-depth metrics for MTUM and compare it to similar peer ETFs within its ETFdb Category.
MTUM - HoldingsFilings Data as of: Jun 02, 2015
Top Ten Holdings
This section compares how balanced and deep MTUM is relative to the peer group ETFdb Category.
MTUM Asset Allocation
MTUM Sector Breakdown
MTUM Market Cap Breakdown
MTUM Region Breakdown
MTUM Market Tier Breakdown
MTUM Country Breakdown
MTUM - Expenses & Fees
This section compares the cost efficiency of MTUM to peers in the same ETFdb Category.
Expenses Ratio Analysis
Commission Free Trading in MTUM
MTUM is not currently available for commission free trading on any platforms.
Category Commission Free Trading
There are 14 other ETFs in the All Cap Equities ETFdb Category that are also eligible for commission free trading:
MTUM - Performance
This section shows how MTUM has performed relative to its peer group ETFdb Category.
MTUM - Charts
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of MTUM relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
MTUM - Technicals
MTUM Volatility Analysis
This section shows how the volatility of MTUM compares to the peer group ETFdb Category.
- 20 Day MA: $71.76
- 60 Day MA: $71.18
- MACD 15 Period: -0.11
- MACD 100 Period: 1.11
- Williams % Range 10 Day: 59.32
- Williams % Range 20 Day: 36.25
- RSI 10 Day: 51
- RSI 20 Day: 53
- RSI 30 Day: 53
- Ultimate Oscillator: 44
MTUM Bollinger Bands
- Lower Bollinger (10 Day): $71.30
- Upper Bollinger (10 Day): $73.43
- Lower Bollinger (20 Day): $70.11
- Upper Bollinger (20 Day): $73.41
- Lower Bollinger (30 Day): $70.33
- Upper Bollinger (30 Day): $73.10
MTUM Support & Resistance
- Support Level 1: $71.66
- Support Level 2: $71.36
- Resistance Level 1: $72.28
- Resistance Level 2: $72.60
- Stochastic Oscillator %D (1 Day): 49.32
- Stochastic Oscillator %D (5 Day): 40.12
- Stochastic Oscillator %K (1 Day): 45.77
- Stochastic Oscillator %K (5 Day): 43.40
Latest MTUM News
iShares Launches MSCI USA Quality Factor ETF (QUAL)
April ETF Roundup: Launches, Filings And Closures
Launch Frenzy: iShares, FlexShares and Credit Suisse All Bring Funds To Market
2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.