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.
WBI BullBear Yield 3000 ETF WBIG
Morningstar’s Analysis WBIG
Will WBIG 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 49.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares 0-5 Year High Yield Corp Bd ETF | 10.07 | 4.4 Mil | — |
US BANK MMDA - USBFS 2 | 6.97 | 3.1 Mil | Cash and Equivalents |
Janus Henderson Group PLC | 4.89 | 2.1 Mil | Financial Services |
Kinetik Holdings Inc | 4.64 | 2.0 Mil | Energy |
Automatic Data Processing Inc | 4.60 | 2.0 Mil | Industrials |
Prudential Financial Inc | 4.46 | 2.0 Mil | Financial Services |
TJX Companies Inc | 4.38 | 1.9 Mil | Consumer Cyclical |
Marsh & McLennan Companies Inc | 4.30 | 1.9 Mil | Financial Services |
Boise Cascade Co | 4.01 | 1.8 Mil | Basic Materials |
Otis Worldwide Corp Ordinary Shares | 3.86 | 1.7 Mil | Industrials |