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
Electronic Technology
Producer Manufacturing
Stocks98.98%
Finance29.63%
Electronic Technology12.01%
Producer Manufacturing11.93%
Consumer Durables9.73%
Non-Energy Minerals7.96%
Technology Services5.93%
Utilities4.11%
Health Technology4.07%
Consumer Services3.79%
Transportation2.09%
Distribution Services2.00%
Process Industries1.93%
Energy Minerals1.91%
Industrial Services1.87%
Bonds, Cash & Other1.02%
Cash0.72%
Mutual fund0.30%
Stock breakdown by region
Asia45.48%
Europe44.08%
North America6.43%
Oceania4.01%
Latin America0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history