WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond AGGY is a solid core-bond holding. It strives to beat the Bloomberg Barclays U.S. Aggregate Bond Index by overweighting its higher-yielding components, which results in more credit risk, but it has adequate risk controls in place. Under our new ratings framework, which places a greater focus on fees and benchmark relative performance, the fund warrants a Morningstar Analyst Rating upgrade to Silver from Bronze.
Will AGGY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGGY’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AGGY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AGGY’s parent organization’s priorities and whether they’re in line with investors’ interests.