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IMTM
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iShares MSCI Intl Momentum Factor ETF (IMTM)

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$40.55
Delayed price
Profit since last BUY4.13%
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Consider higher Upturn Star rating
BUY since 42 days
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Upturn Advisory Summary

03/27/2025: IMTM (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 8.2%
Avg. Invested days 52
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

Key Highlights

Volume (30-day avg) 399320
Beta 0.94
52 Weeks Range 34.14 - 41.23
Updated Date 03/28/2025
52 Weeks Range 34.14 - 41.23
Updated Date 03/28/2025

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iShares MSCI Intl Momentum Factor ETF

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ETF Overview

Overview

The iShares MSCI Intl Momentum Factor ETF (IMTM) aims to track the investment results of an index composed of international developed market stocks exhibiting relatively higher momentum characteristics. It targets companies with high price momentum while screening for quality and diversification. The ETF focuses on developed markets outside the United States.

Reputation and Reliability

iShares is a reputable and reliable ETF issuer, known for offering a wide range of investment products with substantial assets under management.

Management Expertise

BlackRock, the parent company of iShares, possesses extensive experience and expertise in investment management, employing skilled professionals to manage its ETFs.

Investment Objective

Goal

The primary investment goal of IMTM is to track the performance of an index of international developed market stocks exhibiting relatively higher momentum characteristics.

Investment Approach and Strategy

Strategy: IMTM aims to track the MSCI World ex USA Momentum Index.

Composition The ETF holds stocks from developed countries outside the U.S., selected based on their momentum scores. The holdings are primarily equities from countries like Japan, UK, Canada and Switzerland.

Market Position

Market Share: Data not reliably available to determine precise market share.

Total Net Assets (AUM): 669800000

Competitors

Key Competitors

  • SPDW
  • VEA
  • IDEV
  • IXUS

Competitive Landscape

The competitive landscape consists of ETFs that track broad international indices or employ different factor strategies. IMTM's advantage lies in its specific focus on momentum. A potential disadvantage is that momentum strategies can be volatile, and the focus on developed markets outside of the US limits diversification.

Financial Performance

Historical Performance: Historical performance data is available through financial data providers.

Benchmark Comparison: Benchmark comparisons can be conducted using the MSCI World ex USA Momentum Index data.

Expense Ratio: 0.003

Liquidity

Average Trading Volume

The average trading volume is adequate for most investors, as demonstrated on financial data providers.

Bid-Ask Spread

The bid-ask spread is typically tight, reflecting the ETF's good liquidity.

Market Dynamics

Market Environment Factors

Economic indicators in developed countries, interest rate policies, and global trade conditions affect IMTM.

Growth Trajectory

Growth trends are influenced by investor demand for factor-based investing and the performance of international developed market equities with strong momentum.

Moat and Competitive Advantages

Competitive Edge

IMTM benefits from the established iShares brand and their expertise in factor-based investing. Its competitive advantage stems from its clear focus on momentum in international developed markets. The ETF offers a targeted approach for investors seeking to capture potential upside from momentum stocks. The fund provides a diversified portfolio within its investment focus. iShares offers a liquid and accessible product.

Risk Analysis

Volatility

Volatility is tied to the momentum factor, which can experience periods of high volatility.

Market Risk

The ETF is subject to market risk associated with international equities, including currency fluctuations and political instability in various regions.

Investor Profile

Ideal Investor Profile

IMTM is suitable for investors seeking exposure to international developed market equities with high momentum characteristics and are comfortable with potentially higher volatility.

Market Risk

IMTM may be suitable for both long-term investors and active traders seeking factor-based exposure, but is less suited to passive index followers seeking broad market representation.

Summary

The iShares MSCI Intl Momentum Factor ETF (IMTM) offers targeted exposure to international developed market stocks exhibiting high momentum. It's designed for investors seeking factor-based returns but are willing to accept higher volatility. The ETF benefits from the strong iShares brand and well-defined investment strategy. However, investors should carefully consider the risks associated with momentum investing and international markets. Ultimately, the fund represents a slice of global equities focused on momentum stocks.

Similar Companies

  • EFV
  • IDMO
  • FNDF
  • VEA
  • IXUS

Sources and Disclaimers

Data Sources:

  • iShares official website
  • ETF.com
  • Morningstar
  • Yahoo Finance

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About iShares MSCI Intl Momentum Factor ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI World ex USA Index.

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