Key stats
About Cambria Global Momentum ETF
Home page
Inception date
Nov 4, 2014
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Cambria Investment Management LP
Distributor
ALPS Distributors, Inc.
ISIN
US1320615081
GMOMs portfolio is actively managed that base its investments on volatility or momentum indicators to look for top-performing assets. The funds target universe is a blend of various assets consisting of domestic and foreign stocks, bonds, real estate, commodities and currencies. Structured as a fund-of-funds, GMOM aims to invest in the top third of the target universe of approximately 50 ETFs based on a combination of trailing momentum and trend, typically measured over periods of less than two years. When momentum is strong but negative, GMOM can move to bonds and cash.
Related funds
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.56%
Mutual fund0.48%
Cash−0.04%
Top 10 holdings
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
GMOM assets under management is 112.95 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
GMOM invests in funds. See more details in our Analysis section.
GMOM expense ratio is 1.02%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, GMOM isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, GMOM pays dividends to its holders with the dividend yield of 3.52%.
GMOM shares are issued by Cambria Investment Management LP
GMOM follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Nov 4, 2014.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.