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MTUM
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iShares MSCI USA Momentum Factor

🇺🇸 NYSE/NASDAQ

📈 HIGH PRICE GROWTH

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👑 Overview

📈 Performance

💵 Cost

🍃 Esg

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

+ 13.45%
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*

+158.10%

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...
$87,856.88

after 5 years

$256,440.06

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 amount calculator

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⏱️ Investing duration calculator

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💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

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*

$181.16

*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

3 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%

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