In many cases, extrapolating past performance into the future is a bad idea. In fact, securities that have outperformed for several years tend to become more expensive and priced to offer lower returns going forward. But Read more
Momentum has been observed in nearly every market studied and across different asset classes over long horizons.
The fund has been remarkably tax-efficient for a strategy with high turnover. Read more
Momentum strategies can struggle during periods of high market volatility or market reversals.
High turnover can erode the fund's returns.
IShares MSCI USA Momentum Factor offers investors a lower-cost way to take advantage of momentum and may be less volatile. Read more