USFR – WisdomTree Floating Rate Treasury ETF – ETF Stock Quote | Morningstar

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Will USFR outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USFR’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

WisdomTree Floating Rate Treasury ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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Current Portfolio Date Apr 17, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 100.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
United States Treasury Notes 5.57%	27.85	4.8 Bil	Government
United States Treasury Notes 5.49%	25.84	4.4 Bil	Government
United States Treasury Notes 5.45%	23.80	4.1 Bil	Government
United States Treasury Notes 5.49%	22.51	3.9 Bil	Government

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