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WisdomTree Mortgage Plus Bond MTGP

Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis MTGP

Will MTGP outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in WisdomTree Mortgage Plus Bond's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings MTGP

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 2%

5.09 2.6 Mil
Securitized

Government National Mortgage Association 2%

3.86 2.0 Mil
Securitized

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

3.32 1.7 Mil
Government

Fnma Pass-Thru I 3%

3.19 1.6 Mil
Securitized

Government National Mortgage Association 2.5%

2.97 1.5 Mil
Securitized

10 Year Treasury Note Future June 24

2.77 1.4 Mil
Government

Federal National Mortgage Association 2.5%

2.15 1.1 Mil
Securitized

Federal National Mortgage Association 3.5%

2.07 1.1 Mil
Securitized

Federal National Mortgage Association 4%

2.02 1.0 Mil
Securitized

2 Year Treasury Note Future June 24

2.00 1.0 Mil
Government