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Morningstar

WisdomTree EmMkts ex-Stt-Ownd EntrprsETF XSOE ETF Analysis

Morningstar Analyst Rating
| Quantitative rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis XSOE

Will XSOE outperform in future?

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

Process Pillar

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

People Pillar

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

Summary

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WisdomTree EmMkts ex-Stt-Ownd EntrprsETF’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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