Morningstar

WisdomTree India Earnings Fund EPI

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

Morningstar’s Analysis EPI

Will EPI outperform in the 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 EPI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree India Earnings ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EPI

More EPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Reliance Industries Ltd

6.52 137M
Energy

ICICI Bank Ltd

5.46 114M
Financial Services

HDFC Bank Ltd

5.04 106M
Financial Services

State Bank of India

2.93 61M
Financial Services

Infosys Ltd

2.70 57M
Technology

Oil & Natural Gas Corp Ltd

2.70 57M
Energy

Coal India Ltd

2.64 55M
Energy

Hindalco Industries Ltd

2.38 50M
Basic Materials

NTPC Ltd

2.10 44M
Utilities

Power Grid Corp Of India Ltd

1.99 42M
Utilities

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