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Upturn AI SWOT - About
iShares MSCI Intl Momentum Factor ETF (IMTM)
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Upturn Advisory Summary
04/01/2025: IMTM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
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 7.05% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 415292 | Beta 0.94 | 52 Weeks Range 34.14 - 41.23 | Updated Date 04/4/2025 |
52 Weeks Range 34.14 - 41.23 | Updated Date 04/4/2025 |
Upturn AI SWOT
iShares MSCI Intl Momentum Factor ETF
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
FNDF
Schwab Fundamental International Large Company Index ETF
FNDF
Schwab Fundamental International Large Company Index ETF
IDMO
Invesco S&P International Developed Momentum ETF
IDMO
Invesco S&P International Developed Momentum ETF
IXUS
iShares Core MSCI Total International Stock ETF
IXUS
iShares Core MSCI Total International Stock ETF
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
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.
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 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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