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WisdomTree Voya Yld Enh USD Unvsl Bd Fd UNIY

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis UNIY

Will UNIY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UNIY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UNIY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UNIY’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree Voya Yld Enh USD Unvsl Bd Fd’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UNIY

More UNIY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.38%

14.40 185.6 Mil
Government

Us 5yr Note (Cbt) Sep24 Xcbt 20240930

5.27 67.9 Mil
Government

United States Treasury Notes 0.25%

4.38 56.5 Mil
Government

United States Treasury Bonds 1.88%

3.98 51.4 Mil
Government

Us Ultra Bond Cbt Sep24 Xcbt 20240919

2.51 32.4 Mil
Government

United States Treasury Notes 0.63%

2.19 28.2 Mil
Government

Tennessee Valley Authority 3.5%

1.12 14.4 Mil
Government

Tennessee Valley Authority 4.25%

0.69 8.9 Mil
Government

Federal National Mortgage Association 5.5%

0.50 6.4 Mil
Securitized

Federal Home Loan Banks 5.63%

0.44 5.7 Mil
Government