WisdomTree MidCap Dividend ETF DON is a contrarian fund, recently adorned with some additional bells and whistles that aim to reduce risk and bend it toward quality stocks. Its fundamentally focused approach and low fee should help the fund outperform the Russell Midcap Value Index over the long term, meriting a Morningstar Analyst Rating of Silver.
Will DON 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 DON’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DON 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 DON’s parent organization’s priorities and whether they’re in line with investors’ interests.