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WisdomTree Yield Enhanced US Aggt Bd ETF AGGY

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis AGGY

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

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of AGGY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Drums up yield with credit risk.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

WisdomTree Yield Enhanced U.S. Aggregate Bond ETF prioritizes yield, a strategy that brings risk and sometimes handsome rewards. Constraints hold the fund closer to the broad market but can force it to buy high and sell low, resulting in a Morningstar Analyst Rating of Neutral.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings AGGY

More AGGY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tennessee Valley Authority 5.25%

1.23 11.7 Mil
Government

Federal Home Loan Banks 5.5%

1.22 11.5 Mil
Government

Tennessee Valley Authority 5.88%

1.05 10.0 Mil
Government

Tennessee Valley Authority 5.38%

0.57 5.4 Mil
Government

Federal National Mortgage Association 5.63%

0.49 4.6 Mil
Government

Tennessee Valley Authority 3.5%

0.49 4.6 Mil
Government

Tennessee Valley Authority 4.25%

0.44 4.1 Mil
Government

Tennessee Valley Authority 4.63%

0.40 3.8 Mil
Government

United States Treasury Notes 1.5%

0.39 3.7 Mil
Government

United States Treasury Notes 1.13%

0.36 3.4 Mil
Government