IUMF ETF Analysis: Dividends, Returns TSX:IUMF — TradingView

Analysis

Key stats

IUMF scores the component securities of the Russell 1000 Index by value, size, momentum, quality, and low volatility. To combine these factors, Oppenheimer uses a rules-based methodology that relies on leading economic indicators and global risk appetite to determine the state of the current market cycle: expansion, slowdown, contraction, or recovery. The fund shifts exposure to favor the factors that tend to fare better in the given market environment. Holdings are weighted by the combined factor score, scaled by market cap. IUMF capitalizes on the cyclicality of factor performance through its use of this dynamic overlay.