Morningstar

WisdomTree Short-Duration Inc Dgtl N/A WTSIX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 10.23  /  −0.27 %
  • Total Assets 1.0 Mil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 25
  • Status Open
  • TTM Yield 4.23%
  • Effective Duration 0.27 years

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:30 PM GMT+0

Morningstar’s Analysis WTSIX

Will WTSIX 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 WTSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WTSIX 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 WTSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in WisdomTree Short-Duration Inc Dgtl N/ A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings WTSIX

More WTSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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