iShares Edge MSCI USA Momentum Factor ETF (LON:IUMO)
London
· Delayed Price · Currency is GBP · Price in USD | Assets | 547.05M |
| Expense Ratio | 0.20% |
| PE Ratio | 28.38 |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Ex-Dividend Date | n/a |
| Payout Frequency | n/a |
| Payout Ratio | n/a |
| 1-Year Return | +12.71% |
| Volume | 12,332 |
| Open | 16.34 |
| Previous Close | 16.34 |
| Day's Range | 16.27 - 16.36 |
| 52-Week Low | 12.08 |
| 52-Week High | 16.64 |
| Beta | 0.66 |
| Holdings | 134 |
| Inception Date | Oct 13, 2016 |
About IUMO
iShares IV Public Limited Company - iShares Edge MSCI USA Momentum Factor UCITS ETF is an exchange traded fund launched by BlackRock Asset Management Ireland Limited. It is managed by BlackRock Advisors (UK) Limited. The fund invests in the public equity markets of the United States. It invests in the stocks of companies operating across diversified sectors. The fund invests in the momentum stocks of large-cap and mid-cap companies. It seeks to replicate the performance of the MSCI USA Momentum Index, by employing representative sampling methodology. iShares IV Public Limited Company - iShares Edge MSCI USA Momentum Factor UCITS ETF was formed on October 13, 2016 and is domiciled in Ireland.
Performance
IUMO had a total return of 12.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.45%.
Top 10 Holdings
42.82% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 5.81% |
| Netflix, Inc. | NFLX | 5.23% |
| Visa Inc. | V | 4.71% |
| JPMorgan Chase & Co. | JPM | 4.67% |
| Berkshire Hathaway Inc. | BRK.B | 4.55% |
| Walmart Inc. | WMT | 4.38% |
| Palantir Technologies Inc. | PLTR | 4.00% |
| Philip Morris International Inc. | PM | 3.62% |
| Costco Wholesale Corporation | COST | 3.14% |
| Mastercard Incorporated | MA | 2.70% |