MTUM
iShares MSCI USA Momentum Factor
🇺🇸 NYSE/NASDAQ
📈 HIGH PRICE GROWTH
👑 Overview
📈 Performance
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
+ 14.86%
Annual Growth
5 years average annual capital growth
🌏
4
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
The investment seeks to track the investment results of the MSCI USA Momentum Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.
📈 Performance
Price History*
+196.89%
1M
1Y
10Y
Graph
Table
* US price history does not take into account stock splits
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$91,387.49
after 5 years
$279,535.01
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
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🗓️ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →💵 Costs
💼
N/A
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$209.31
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in MTUM
4
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
68 weeks
💵 Average investment amount
$454
⏰ Last time a customer invested in MTUM
26 days
MTUM investor breakdown
💵 Income of investors
More than 200k
20%
150k - 200k
20%
100k - 150k
40%
50k - 100k
20%
Less than 50k
👶 Age of investors
18 - 25
26 - 34
25%
35 - 90
75%
🙋 Legal gender of investors
Female
Male
100%
Pearlers who invest in MTUM also invest in...
🙌 Performance (5Yr p.a)
24.28%
📊 Share price
$76.74 USD
📈 HIGH PRICE GROWTH
🙌 Performance (5Yr p.a)
15.80%
📊 Share price
$96.06 USD
📈 HIGH PRICE GROWTH
🙌 Performance (5Yr p.a)
9.09%
📊 Share price
$80.73 USD
📈 HIGH PRICE GROWTH
🙌 Performance (5Yr p.a)
12.90%
📊 Share price
$190.18 USD
📈 HIGH PRICE GROWTH
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