A GICS Review of Growth/Value ETFs
By Todd Rosenbluth, CFRA In September, a new Communication Services GICS sector was formed after the shifting of some former technology, consumer discretionary…
MTUM
Quality, Momentum ETFs to Play the Stock Markets Ahead
While the U.S. economy remains resilient and corporate America is generating steady earnings growth, short-term uncertainty weighs on the market. As investors…
What Type of Factors to Look for in U.S. Stock ETFs
ETF investors who are heavy on U.S. equity exposure should look to quality for a defensive position and growth to capture further…
3 ETFs to Capture the Momentum in U.S. Stocks
As the bull market extends, investors are chasing U.S. stocks ETFs despite cheaper valuations in many other markets. “History suggests that the…
Momentum ETFs Aren’t Always All About FAANG
Many ETFs focusing on the momentum factor are heavily allocated to the FAANG stocks, a trait that makes those funds vulnerable when…
Separating Ingredients & Recipe in Factor Investing
By Justin Sibears, Newfound Research We often compare portfolio construction to cooking. There are two equally important elements: the ingredients and the recipe. The…
Popular Momentum ETF Gains Over $3B YTD Flows
By Todd Rosenbluth, CFRA The CFRA Focus ETF for June is iShares Edge MSCI USA Momentum ETF (MTUM), which earns our top rating…
Energy and Tech are not Necessarily Oil and Water in a Fund
By Todd Rosenbluth, CFRA Last week, CFRA’s Investment Policy Committee became more bullish on the energy and technology sectors as part of a…
5 Top ETF Ideas for the Quarter Ahead
The economy and markets are still on a bullish path but the road may be bumpy in the near-term. Consequently, ETF investors…
Finding the Right Factor ETF for Your Portfolio
Factor investing has become an increasingly sought-after method for investors to enhance a diversified portfolio. The truth is, that until recently, it…
Momentum ETFs Still Have Some Momentum
There has been considerable debate regarding the fate of momentum stocks this year, but the iShares MSCI USA Momentum Factor ETF (CBOE: MTUM)…
Momentum Still Exists for Big Momentum ETF
The recent sell-off in U.S. stocks weighed on some large- and mega-cap technology names, but the iShares MSCI USA Momentum Factor ETF…
Why Smart Beta ETFs Will Likely Gain More Traction in 2018
By Todd Rosenbluth, CFRA While much of the new money pouring into equity ETFs in 2017 has been to the broad, market-cap weighted…
A Winning Smart Beta Momentum ETF Play
The momentum is a star among individual investment factors this year. Just look at the iShares MSCI USA Momentum Factor ETF (CBOE: MTUM),…