Loading…
Loading…
This fund employs a systematic, quantitative, and rule-based methodology to build a portfolio of approximately 50 to 100 equity securities. The investment strategy prioritizes "momentum," seeking out stocks that have recently demonstrated superior total return performance compared to their peers. To refine this selection, the Adviser uses proprietary screening tools designed to identify and remove companies with attributes that could negatively impact their momentum. Furthermore, the fund has the option to allocate up to 20% of its assets to cash, cash equivalents, other investment companies, or various other securities and financial instruments.
Is QMOM's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Despite numerous reasons why investors might expect otherwise, 2026 appears to be off to an excellent start across many parts of the market. As evidenced by strong earnings growth often topping analyst expectations, hearty revenue growth, and continued elevation in profit margins, a market buoyed by AI investment has thrived.
Alpha Architect U.S. Quantitative Momentum ETF (NASDAQ: QMOM - Get Free Report) shares fell 0.8% during mid-day trading on Wednesday. The stock traded as low as $69.19 and last traded at $69.77. 35,229 shares were traded during mid-day trading, an increase of 66% from the average session volume of 21,167 shares. The stock had previously
Alpha Architect U.S. Quantitative Momentum ETF offers a high-conviction, actively managed momentum strategy with a distinct, pro-cyclical sector mix. QMOM is heavily overweight industrials and basic materials, underweight technology and financials, resulting in low correlation with major indexes and peers. The fund trades at a 26.2x P/E premium, driven by high-growth, low-profitability holdings, but has a history of elevated volatility and underperformance.
Advantage Trust Co grew its holdings in shares of Alpha Architect U.S. Quantitative Momentum ETF (NASDAQ: QMOM) by 20.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 42,513 shares of the company's stock after acquiring an additional 7,264
Momentum investing remains attractive, but choosing the right ETF is critical, due to varying risk and return profiles. I rate Alpha Architect U.S. Quantitative Momentum ETF as a Hold; its quantitative approach and frequent rebalancing lead to underperformance, high risk, and low momentum compared to peers. SPMO and MTUM offer stronger returns, lower risk, and better exposure to leading large-cap stocks, making them superior alternatives for momentum investing.