WisdomTree Mortgage Plus Bond 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.
WisdomTree Mortgage Plus Bond Fund MTGP
Morningstar’s Analysis MTGP
Will MTGP outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MTGP 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 MTGP’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Federal National Mortgage Association | 3.51 | 2M | Securitized |
2 Year Treasury Note Future Sept 26 | 2.72 | 2M | Government |
Government National Mortgage Association | 2.44 | 2M | Securitized |
Federal National Mortgage Association | 2.36 | 2M | Securitized |
Federal National Mortgage Association 3.5% | 2.27 | 2M | Securitized |
Federal National Mortgage Association | 2.12 | 1M | Securitized |
5 Year Treasury Note Future Sept 26 | 2.04 | 1M | Government |
Federal National Mortgage Association | 2.03 | 1M | Securitized |
Government National Mortgage Association 2.5% | 1.86 | 1M | Securitized |
Federal National Mortgage Association | 1.70 | 1M | Securitized |
United States