Downtrend on the daily chart: below its 50- and 200-day averages · 50-day below the 200-day · SuperTrend down since Sep 14 · below the Ichimoku cloud · RSI 37 · MACD below its signal
None of the 29 investors followed here reported a position in IMOM in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a IMOM trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.9 | 9.1 | -12.0 | 11.8 | 3.0 | -5.6 | -6.6 | 2.3 | -2.4 | -3.0 | +2.6% | ||
| 2025 | 5.5 | 0.9 | -0.1 | 6.9 | 6.2 | 6.0 | -2.3 | 4.3 | 5.9 | -0.6 | 3.8 | 0.8 | +43.6% |
| 2024 | 3.7 | 3.8 | 2.8 | -6.2 | 5.8 | -4.6 | 2.0 | 2.0 | 0.2 | -3.6 | 1.7 | -6.0 | +0.7% |
| 2023 | 5.1 | -0.8 | 1.9 | 0.1 | -5.6 | 3.4 | 2.2 | -2.7 | -4.5 | -3.4 | 10.7 | 0.6 | +6.0% |
| 2022 | -11.8 | -2.4 | 1.0 | -6.4 | 0.4 | -10.9 | 7.2 | -2.6 | -11.2 | 5.6 | 11.4 | -7.4 | −26.4% |
| 2021 | 0.9 | -1.9 | -1.3 | 4.0 | -0.9 | -0.0 | 4.4 | 2.3 | -8.1 | 3.2 | -3.7 | -0.1 | −2.0% |
| 2020 | -2.1 | -8.6 | -14.6 | 10.6 | 10.7 | 3.7 | 3.4 | 4.3 | 1.2 | -2.1 | 12.4 | 9.1 | +27.2% |
| 2019 | 7.2 | 1.1 | 2.6 | 0.7 | -3.2 | 4.4 | -1.0 | -0.8 | -0.5 | 1.1 | 1.9 | 2.7 | +16.8% |
| 2018 | 6.2 | -3.2 | -0.6 | -3.8 | 3.3 | -6.0 | 0.9 | -3.6 | 1.2 | -12.9 | 0.4 | -7.0 | −23.6% |
| 2017 | 5.3 | 0.5 | 3.6 | 2.2 | 3.0 | -1.4 | 4.5 | 2.1 | 2.7 | 4.4 | 0.9 | 1.4 | +33.2% |
| 2016 | -6.7 | -3.4 | 3.9 | 4.1 | 0.8 | 2.9 | 4.6 | -6.2 | 2.2 | -4.8 | -4.8 | -2.1 | −10.1% |
| 2015 | — |
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in exchange-listed companies that meet the Sub-Adviser’s definition of momentum (“Momentum Companies ”). The Sub-Adviser employs a multi-step, quantitative, rules-based methodology to identify a portfolio of approximately 50 to 200 non-U.S. equity securities with the highest relative momentum.
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