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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 16.4% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.12% — among the lowest available for this category.What is MMTM?
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively strong momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively weak momentum are underweight.
Performance Highlights
Investment Breakdown
How would MMTM affect your portfolio?
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