IMTM – Fund Analysis – iShares MSCI Intl Momentum Factor ETF | Morningstar

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Will IMTM outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IMTM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the IMTM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of IMTM’s parent organization’s priorities and whether they’re in line with investors’ interests.

A practical, cost-effective momentum strategy.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Average Process and Above Average People ratings. IShares MSCI International Momentum Factor ETF effectively harnesses stocks trending in a positive direction. But its relatively select portfolio allows stock-specific risks to influence its performance in unpredictable ways. The following text is from July 24, 2023.

by Daniel Sotiroff

Rated on Jul 22, 2024 Published on Jul 22, 2024

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