Ishares Msci Usa Etf Profile
| MTUM Etf | USD 178.12 1.10 0.61% |
Performance8 of 100
| Odds Of DistressLess than 9
|
IShares MSCI is selling at 178.12 as of the 19th of April 2024; that is -0.61% down since the beginning of the trading day. The etf's lowest day price was 177.92. IShares MSCI has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for iShares MSCI USA are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on iShares MSCI USA
Moving together with IShares Etf
| 0.98 | VUG | Vanguard Growth Index | PairCorr |
| 0.98 | IWF | iShares Russell 1000 | PairCorr |
| 0.95 | IVW | iShares SP 500 | PairCorr |
| 0.98 | SPYG | SPDR Portfolio SP | PairCorr |
| 0.99 | IUSG | iShares Core SP | PairCorr |
| 0.98 | VONG | Vanguard Russell 1000 | PairCorr |
| 0.91 | MGK | Vanguard Mega Cap | PairCorr |
Moving against IShares Etf
| 0.93 | BITI | ProShares Trust | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares MSCI's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares MSCI or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Old Name | Btc Ishares Edge Msci Usa Momentum Factor Etf |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Large Growth, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2013-04-16 |
| Benchmark | MSCI USA Momentum SR Variant Index (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 10.04 Billion |
| Average Trading Valume | 924,371.1 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Citibank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | Citibank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Jul |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 128 |
| Market Maker | Virtu Financial |
| Total Expense | 0.15 |
| Management Fee | 0.15 |
| Country Name | USA |
| Returns Y T D | 14.33 |
| Name | iShares MSCI USA Momentum Factor ETF |
| Currency Code | USD |
| In Threey Volatility | 19.34 |
| 1y Volatility | 17.07 |
| 200 Day M A | 156.96 |
| 50 Day M A | 183.1 |
| Code | MTUM |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.28 |
iShares MSCI USA [MTUM] is traded in USA and was established 2013-04-16. The fund is listed under Large Growth category and is part of iShares family. The entity is thematically classified as Strategy ETFs. iShares MSCI USA now have 9.01 B in assets. , while the total return for the last 3 years was 2.1%.
Check IShares MSCI Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares MSCI USA Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares MSCI USA Etf Constituents
| CHTR | Charter Communications | Stock | Communication Services |
| AAPL | Apple Inc | Stock | Information Technology |
| KO | The Coca Cola | Stock | Consumer Staples |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
| ABT | Abbott Laboratories | Stock | Health Care |
| INTC | Intel | Stock | Information Technology |
| NEE | Nextera Energy | Stock | Utilities |
IShares MSCI Target Price Odds Analysis
Contingent on a normal probability distribution, the odds of IShares MSCI jumping above the current price in 90 days from now is about 54.71%. The iShares MSCI USA probability density function shows the probability of IShares MSCI etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.279. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, IShares MSCI will likely underperform. Additionally, iShares MSCI USA has an alpha of 0.087, implying that it can generate a 0.087 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of IShares MSCI to move above the current price in 90 days from now is about 54.71 (This iShares MSCI USA probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares MSCI Top Holders
| SRGIX | Stringer Growth Fund | Mutual Fund | Tactical Allocation |
| SRGCX | Stringer Growth Fund | Mutual Fund | Tactical Allocation |
| NFDIX | Newfound Risk Managed | Mutual Fund | Tactical Allocation |
| SRGAX | Stringer Growth Fund | Mutual Fund | Tactical Allocation |
| HASIX | Horizon Active Asset | Mutual Fund | Tactical Allocation |
| XMTM | iShares MSCI USA | Etf | CA Etf |
| AAANX | Horizon Active Asset | Mutual Fund | Tactical Allocation |
iShares MSCI USA Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares MSCI market risk premium is the additional return an investor will receive from holding IShares MSCI long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares MSCI. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares MSCI's alpha and beta are two of the key measurements used to evaluate IShares MSCI's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0914 | |||
| Jensen Alpha | 0.087 | |||
| Total Risk Alpha | 0.0454 | |||
| Sortino Ratio | 0.0997 |
IShares MSCI Against Markets
Picking the right benchmark for IShares MSCI etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares MSCI etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares MSCI is critical whether you are bullish or bearish towards iShares MSCI USA at a given time. Please also check how IShares MSCI's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares MSCI without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy IShares Etf?
Before investing in IShares MSCI, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares MSCI. To buy IShares MSCI etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares MSCI. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares MSCI etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares MSCI USA etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares MSCI USA etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares MSCI USA, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares MSCI guide.
Already Invested in iShares MSCI USA?
The danger of trading iShares MSCI USA is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares MSCI is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares MSCI. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares MSCI USA is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares MSCI USA is a strong investment it is important to analyze IShares MSCI's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares MSCI's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports: Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares MSCI USA. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the AI Investment Finder module to use AI to screen and filter profitable investment opportunities.
The market value of iShares MSCI USA is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.