C
iShares MSCI USA Momentum Factor ETF MTUM
BATS
Recommendation
Closing Price
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings MTUM - BATS Click to
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Rating U
Reward Index Fair
Reward Grade C+
Risk Index Fair
Risk Grade C
Valuation MTUM - BATS Click to
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Price $204.36
Company Info MTUM - BATS Click to
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Provider iShares
Manager/Tenure (Years) Jennifer Hsui (11), Greg Savage (11), Paul Whitehead (3)
Website http://www.ishares.com
Phone Number 800-474-2737
Fund Information MTUM - BATS Click to
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Fund Name iShares MSCI USA Momentum Factor ETF
Category Large Blend
Sub-Category US Equity Large Cap Blend
Prospectus Objective Growth
Inception Date Apr 16, 2013
Open/Closed To New Investors Open
Minimum Initial Investment --
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares MTUM - BATS Click to
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Dividend Yield 0.71%
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Dividend Yield (Forward) 1.21%
Asset Allocation MTUM - BATS Click to
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Cash 0.01%
Stock 99.99%
U.S. Stock 99.29%
Non-U.S. Stock 0.70%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History MTUM - BATS Click to
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7-Day Total Return -5.76%
30-Day Total Return -6.78%
60-Day Total Return -3.19%
90-Day Total Return -5.37%
Year to Date Total Return -1.27%
1-Year Total Return 11.71%
2-Year Total Return 47.32%
3-Year Total Return 35.57%
5-Year Total Return 71.24%
Price MTUM - BATS Click to
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Closing Price $209.94
1-Month Low Price $209.94
1-Month High Price $229.48
52-Week Low Price $173.58
52-Week Low Price (Date) Apr 19, 2024
52-Week High Price $229.48
52-Week High Price (Date) Feb 18, 2025
NAV MTUM - BATS Click to
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1-Month Low NAV $209.91
1-Month High NAV $229.43
52-Week Low NAV $173.39
52-Week Low NAV (Date) Apr 19, 2024
52-Week High NAV $229.43
52-Week High Price (Date) Feb 18, 2025
Beta / Standard Deviation MTUM - BATS Click to
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Beta 1.00
Standard Deviation 18.56
Balance Sheet MTUM - BATS Click to
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Total Assets 15.31B
Operating Ratios MTUM - BATS Click to
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Expense Ratio 0.15%
Turnover Ratio 95.00%
Performance MTUM - BATS Click to
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Last Bull Market Total Return 22.60%
Last Bear Market Total Return -18.70%
Weiss Ratings