Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
WBI BullBear Yield 3000 ETF WBIG
Morningstar’s Analysis WBIG
Will WBIG 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 51.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
SPDR® Blmbg ST HY Bd ETF | 9.89 | 4.9 Mil | — |
PACCAR Inc | 5.38 | 2.7 Mil | Industrials |
Garmin Ltd | 5.00 | 2.5 Mil | Technology |
Microsoft Corp | 4.81 | 2.4 Mil | Technology |
WR Berkley Corp | 4.79 | 2.4 Mil | Financial Services |
Deckers Outdoor Corp | 4.74 | 2.4 Mil | Consumer Cyclical |
Unum Group | 4.70 | 2.3 Mil | Financial Services |
Marriott International Inc Class A | 4.27 | 2.1 Mil | Consumer Cyclical |
Verisk Analytics Inc | 3.97 | 2.0 Mil | Industrials |
NXP Semiconductors NV | 3.79 | 1.9 Mil | Technology |