WisdomTree U.S. Efficient Core Fund (NTSX)
40.40
-0.22
(-0.55%)
USD |
NYSEARCA |
Apr 25, 16:00
40.40
0.00 (0.00%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.20% | 0.14% | 993.87M | 74467.53 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.19% | 7.00% | 95.33M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks total return. The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Aggressive Allocation |
Category Index | Morningstar Agg Tgt Risk TR USD |
Global Category Name | Aggressive Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Growth |
Fund Owner Firm Name | WisdomTree |
Prospectus Benchmark Index | |
S&P 500 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Marlene Walker-Smith | 3.42 yrs |
David France | 2.76 yrs |
Michael Stoll | 2.76 yrs |
Todd Frysinger | 2.76 yrs |
Vlasta Sheremeta | 2.76 yrs |
Performance Versus Category
As of April 24, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 24, 2024.
Basic Info
Investment Strategy | |
The investment seeks total return. The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Aggressive Allocation |
Category Index | Morningstar Agg Tgt Risk TR USD |
Global Category Name | Aggressive Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Growth |
Fund Owner Firm Name | WisdomTree |
Prospectus Benchmark Index | |
S&P 500 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Marlene Walker-Smith | 3.42 yrs |
David France | 2.76 yrs |
Michael Stoll | 2.76 yrs |
Todd Frysinger | 2.76 yrs |
Vlasta Sheremeta | 2.76 yrs |