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 Quality 3000 ETF WBIL
Morningstar’s Analysis WBIL
Will WBIL 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 46.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares 0-5 Year High Yield Corp Bd ETF | 5.03 | 2.0 Mil | — |
Boise Cascade Co | 4.93 | 1.9 Mil | Basic Materials |
Progressive Corp | 4.75 | 1.8 Mil | Financial Services |
Howmet Aerospace Inc | 4.74 | 1.8 Mil | Industrials |
Automatic Data Processing Inc | 4.67 | 1.8 Mil | Industrials |
Blackstone Inc | 4.65 | 1.8 Mil | Financial Services |
Nexstar Media Group Inc | 4.54 | 1.8 Mil | Communication Services |
Alphabet Inc Class A | 4.52 | 1.8 Mil | Communication Services |
Carrier Global Corp Ordinary Shares | 4.41 | 1.7 Mil | Industrials |
The Cigna Group | 4.35 | 1.7 Mil | Healthcare |