Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
WBI BullBear Value 3000 ETF WBIF
Morningstar’s Analysis WBIF
Will WBIF outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares 0-5 Year High Yield Corp Bd ETF | 5.04 | 1.7 Mil | — |
Blackstone Inc | 4.61 | 1.5 Mil | Financial Services |
Nexstar Media Group Inc | 4.49 | 1.5 Mil | Communication Services |
Reinsurance Group of America Inc | 4.45 | 1.5 Mil | Financial Services |
CDW Corp | 4.27 | 1.4 Mil | Technology |
The Cigna Group | 4.26 | 1.4 Mil | Healthcare |
Automatic Data Processing Inc | 4.19 | 1.4 Mil | Industrials |
W.W. Grainger Inc | 4.19 | 1.4 Mil | Industrials |
Broadridge Financial Solutions Inc | 4.16 | 1.4 Mil | Technology |
Corebridge Financial Inc | 4.09 | 1.3 Mil | Financial Services |