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WBI BullBear Yield 3000 ETF WBIG

Medalist Rating as of | See WBI Investment Hub

Morningstar’s Analysis WBIG

Will WBIG outperform in future?

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

Weakness in WBI BullBear Yield 3000 ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings WBIG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 0-5 Year High Yield Corp Bd ETF

9.09 4.5 Mil

Comfort Systems USA Inc

5.27 2.6 Mil
Industrials

PACCAR Inc

5.11 2.5 Mil
Industrials

Microsoft Corp

4.84 2.4 Mil
Technology

Garmin Ltd

4.77 2.3 Mil
Technology

Unum Group

4.53 2.2 Mil
Financial Services

Verisk Analytics Inc

4.35 2.1 Mil
Industrials

TJX Companies Inc

4.14 2.0 Mil
Consumer Cyclical

NXP Semiconductors NV

4.02 2.0 Mil
Technology

The Kroger Co

3.87 1.9 Mil
Consumer Defensive