ETFs to Play on Gaza Truce, Easing Inflation & Solid Bank Earnings
High beta and high momentum ETFs should win amid the Gaza truce, cooling inflation and solid bank earnings.
High Beta & Momentum ETFs to Tap the Santa Claus Rally
High-beta and high-momentum products are expected to outperform as investors are bracing for a Santa Claus rally.
MTUM: Right Strategy, Wrong Fund
Momentum strategies have excelled in 2024, driven by mega-cap stock rallies and unusual market conditions, though 2025 may see narrower outperformance. The iShares MSCI USA Momentum Factor ETF underperformed despite favorable conditions due to its methodology and stock selection criteria. MTUM's methodology includes mid-caps and uses a risk-adjusted momentum score, contrasting with the more concentrated and S&P 500-focused Invesco S&P 500 Momentum ETF.
MTUM: Clues Into The November Rebalance With Shares Near All-Time Highs
I maintain a hold rating on MTUM due to its recent performance and ahead of its rebalance in November, despite its current all-time high. iShares MSCI USA Momentum Factor ETF's diverse sector mix includes overweight positions in Financials and Consumer Staples, with potential shifts in mega-cap tech. The ETF's technical chart shows strong performance, but weaker RSI momentum and volatility around key support levels raise mild concerns.
MTUM: U.S. Momentum Stocks Are Likely Undervalued
iShares MSCI USA Momentum Factor ETF (MTUM) focuses on mid- and large-cap U.S. stocks with price momentum, boasting a 0.15% expense ratio and $10.16 billion AUM. MTUM has performed well, with a 19.31% annual return, although it has lagged the S&P 500's 21.58% over the same period. The fund's diversified portfolio includes tech, financial services, consumer defensive, and industrials.
Leverage Proven Stock Factors With These Top 3 Smart Beta ETFs
While tracking the market or looking for stocks with disruptive business models can be legitimate ways to invest, another strategy takes advantage of research by individuals often regarded as pioneers in finance. Eugene Fama and Kenneth French are two professors who fundamentally shaped our modern conception of finance.
Time for Momentum ETFs?
On Monday, U.S. stocks closed at session highs, continuing their rally from last week's strong performance.
Momentum ETFs to Play as Wall Street Rallies?
Stocks surged higher on Thursday as retail sales showed gains and Fed cues of interest rate cuts.
MTUM: There Are Better MOMO Strategies Than This Momentum ETF
The iShares MSCI USA Momentum Factor ETF has had a strong year, with shares +23.5% YTD and +30.1% over the past year. The ETF tracks an index of leading American momentum stocks, with top holdings, including Nvidia, Broadcom, and Eli Lilly. Despite its recent performance, MTUM's long-term track record does not significantly outperform the S&P 500, and it severely lags the performance of the Nasdaq-100.
Momentum ETF (MTUM) Hits New 52-Week High
Investors seeking momentum may have iShares MSCI USA Momentum Factor ETF MTUM) on radar now. The fund recently hit a new 52-week high.
Meridian Wealth Management LLC Has $219,000 Position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)
Meridian Wealth Management LLC cut its stake in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 18.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,398 shares of the company’s stock after selling 308 shares during the quarter. Meridian Wealth Management LLC’s holdings in iShares MSCI USA Momentum Factor ETF were worth $219,000 at the end of the most recent quarter. A number of other large investors have also bought and sold shares of MTUM. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its stake in shares of iShares MSCI USA Momentum Factor ETF by 4.1% in the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 786,013 shares of the company’s stock valued at $109,806,000 after buying an additional 31,178 shares during the period. Opes Wealth Management LLC raised its position in shares of iShares MSCI USA Momentum Factor ETF by 5.5% during the third quarter. Opes Wealth Management LLC now owns 46,643 shares of the company’s stock worth $6,516,000 after purchasing an additional 2,411 shares during the period. OVERSEA CHINESE BANKING Corp Ltd bought a new position in shares of iShares MSCI USA Momentum Factor ETF in the 3rd quarter worth $2,883,000. Larson Financial Group LLC grew its position in iShares MSCI USA Momentum Factor ETF by 13.9% in the 3rd quarter. Larson Financial Group LLC now owns 1,208 shares of the company’s stock valued at $169,000 after purchasing an additional 147 shares during the period. Finally, Corient Private Wealth LLC increased its stake in iShares MSCI USA Momentum Factor ETF by 2.1% during the 3rd quarter. Corient Private Wealth LLC now owns 652,951 shares of the company’s stock valued at $91,217,000 after purchasing an additional 13,613 shares in the last quarter. iShares MSCI USA Momentum Factor ETF Trading Down 0.1 % MTUM opened at $187.40 on Monday. The company has a market cap of $10.15 billion, a price-to-earnings ratio of 18.53 and a beta of 1.10. The company’s fifty day moving average price is $183.66 and its two-hundred day moving average price is $169.46. iShares MSCI USA Momentum Factor ETF has a 1-year low of $81.37 and a 1-year high of $113.60. iShares MSCI USA Momentum Factor ETF Profile (Free Report) The iShares MSCI USA Momentum Factor ETF (MTUM) is an exchange-traded fund that is based on the MSCI USA Momentum SR Variant index. The fund tracks an index of large- and mid-cap US equities, selected and weighted based on price appreciation over 6- and 12-month periods and low volatility over the past 3 years.
