Key stats
About Alpha Architect International Quantitative Momentum ETF
Expense ratio
0.39%
Home page
Inception date
Dec 23, 2015
IMOM seeks long-term capital appreciation by targeting the 10% of stocks with the highest total return over the last 12 months, excluding the most recent month. The fund screens for consistency of momentum by excluding stocks with too many negative-return days during the 12-month period. This methodology produces a few dozen holdings which get weighted equally. IMOM launched as an actively managed fund but began tracking a new homegrown index in January 2017. On January 31, 2022, the fund switched back to being actively managed. These changes did not significantly alter the funds strategy or holdings.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Technology Services
Health Technology
Electronic Technology
Producer Manufacturing
Stocks99.17%
Finance18.98%
Technology Services16.68%
Health Technology13.04%
Electronic Technology12.63%
Producer Manufacturing11.25%
Retail Trade8.82%
Consumer Durables5.34%
Consumer Services4.06%
Health Services2.33%
Consumer Non-Durables2.17%
Transportation1.95%
Commercial Services1.91%
Bonds, Cash & Other0.83%
Cash0.41%
Mutual fund0.41%
Stock breakdown by region
Europe45.53%
Asia32.78%
Oceania13.00%
North America8.68%
Latin America0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history