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Alpha Architect International Quantitative Momentum ETF (IMOM)IMOM
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/18/2024: IMOM (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: -3.66% | Upturn Advisory Performance  2 | Avg. Invested days: 42 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: -3.66% | Avg. Invested days: 42 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 7120 | Beta 1.04 |
52 Weeks Range 22.50 - 29.53 | Updated Date 09/19/2024 |
52 Weeks Range 22.50 - 29.53 | Updated Date 09/19/2024 |
AI Summarization
Profile: The Alpha Architect International Quantitative Momentum ETF is focused on international stocks with strong momentum. It uses a quantitative approach to select stocks based on momentum indicators. The ETF has a diversified asset allocation across various countries and sectors.
Objective: The primary investment goal of the ETF is to provide investors with exposure to international stocks with strong momentum potential for long-term growth.
Issuer: Alpha Architect is the issuing company behind the ETF. They have a strong reputation in the market for their innovative investment strategies and have an experienced management team responsible for the ETF.
Market Share: The ETF has a significant market share in the international quantitative momentum sector.
Total Net Assets: The total assets under management of the ETF are substantial.
Moat: The ETF's competitive advantages lie in its unique quantitative momentum strategy and experienced management team.
Financial Performance: Historical financial performance data indicates strong performance over different time periods compared to its benchmark index.
Growth Trajectory: The ETF has shown positive growth trends in recent years.
Liquidity: The ETF has a good average trading volume and competitive bid-ask spread.
Market Dynamics: Factors affecting the ETF's market environment include economic indicators, sector growth prospects, and current market conditions.
Competitors: Key competitors include other international quantitative momentum ETFs with their respective stock symbols and market share percentages.
Expense Ratio: The fund's expense ratio is competitive and includes management fees and other operational costs.
Investment approach and strategy: The ETF aims to track international stocks with strong momentum through a quantitative approach. It holds a mix of assets including stocks from various countries and sectors.
Key Points: The ETF provides exposure to international stocks with strong momentum potential and has shown strong performance compared to its benchmark index.
Risks: Main risks associated with the ETF include volatility and market risk related to the underlying assets.
Who Should Consider Investing: Investors seeking exposure to international stocks with strong momentum potential for long-term growth should consider investing in this ETF.
Fundamental Rating Based on AI: Based on a comprehensive analysis of the factors mentioned above, including financial health, market position, and future prospects, the ETF receives a rating of 8 out of 10. The rating is justified by the ETF's strong performance, competitive advantages, and experienced management team.
Resources and Disclaimers: Information sourced from the Alpha Architect website and other financial data sources. This analysis is for informational purposes only and should not be used as sole guidance for investment decisions. Investors should conduct their own research and consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Alpha Architect International Quantitative Momentum ETF
The Sub-Adviser employs a multi-step, quantitative, rules-based methodology to identify a portfolio of approximately 50 to 200 non-U.S. equity securities with the highest relative momentum. A "momentum" style of investing emphasizes investing in securities that have had higher recent total return performance compared to other securities. The Sub-Adviser then employs proprietary screens to eliminate companies with issues that may negatively impact their momentum.
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