VANGUARD U.S. MOMENTUM FACTOR ETF ETF · US9219355081 · VFMO (BATS) Vanguard · TER 0,13 % · États-Unis · Financial Services — cotations et cours en temps réel, données d'entreprise, dividendes, fondamentaux et analyse de portefeuille IA sur MoneyPeak

Employing a systematic, quantitative framework, the advisor identifies U.S. equities exhibiting robust recent performance. The fund's holdings form a broadly diversified portfolio, spanning various market capitalizations (large, mid, and small), sectors, and industry groups. Its primary objective is to achieve significant long-term capital appreciation. Generally, a minimum of 80% of the fund's assets are allocated to securities issued by U.S. companies. The fund specifically defines its 'Momentum' factor based on total returns over the periods of month T-12 to T-1 and month T-7 to T-1, in addition to the intercept value from a one-year regression comparing individual stock returns to their regional benchmark.