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WisdomTree U.S. Efficient Core Fund NTSX

Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis NTSX

Will NTSX outperform in future?

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

WisdomTree U.S. Efficient Core Fund's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings NTSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 54.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future June 24

8.12 120.2 Mil
Government

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

8.02 118.7 Mil
Government

10 Year Treasury Note Future June 24

8.00 118.4 Mil
Government

Ultra 10 Year US Treasury Note Future June 24

7.94 117.4 Mil
Government

Us Long Bond(Cbt) Jun24 Xcbt 20240618

7.91 117.0 Mil
Government

Microsoft Corp

4.29 63.5 Mil
Technology

Apple Inc

3.46 51.2 Mil
Technology

NVIDIA Corp

2.75 40.7 Mil
Technology

Amazon.com Inc

2.38 35.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.44 21.3 Mil
Communication Services