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Morningstar

WisdomTree TIPS Digital N/A TIPSX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 9.45  /  −0.19 %
  • Total Assets 962,231.0
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 25
  • Status Open
  • TTM Yield 4.91%
  • Effective Duration —

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis TIPSX

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

  • People Pillar

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

WisdomTree TIPS Digital N/ A’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TIPSX

More TIPSX 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
Sector

United States Treasury Notes 0.13%

29.23 266,041
Government

United States Treasury Bonds 2%

17.02 154,902
Government

United States Treasury Notes 0.88%

14.83 134,962
Government

United States Treasury Bonds 2.13%

9.48 86,320
Government

United States Treasury Bonds 3.63%

8.84 80,468
Government

United States Treasury Notes 1.13%

7.40 67,337
Government

United States Treasury Bonds 0.13%

6.63 60,375
Government

United States Treasury Notes 0.13%

5.71 51,995
Government

United States Treasury Bonds 1.38%

0.85 7,779
Government