The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
WisdomTree Siegel Longevity Dgtl LNGVX
- NAV / 1-Day Return 11.02 / +0.17 %
- Total Assets 148,920.0
-
Adj. Expense Ratio
- Expense Ratio 0.430%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield —
- Turnover —
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0
Morningstar’s Analysis LNGVX
Will LNGVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 82.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
WisdomTree Yield Enhanced US Aggt Bd ETF | 13.89 | 24,358 | — |
WisdomTree US Total Dividend ETF | 13.80 | 24,195 | — |
iShares Core S&P 500 ETF | 8.50 | 14,900 | — |
WisdomTree US Quality Dividend Gr ETF | 8.26 | 14,487 | — |
Vanguard Intl Hi Div Yld Idx ETF | 8.18 | 14,340 | — |
WisdomTree International Qual Div Gr ETF | 8.07 | 14,150 | — |
Vanguard High Dividend Yield ETF | 6.10 | 10,693 | — |
WisdomTree US SmallCap Qual Div Gr ETF | 5.90 | 10,347 | — |
WisdomTree Managed Futures Strategy ETF | 4.97 | 8,720 | — |
WisdomTree US MidCap Dividend ETF | 4.53 | 7,943 | — |