WisdomTree US Corporate Bond holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
WisdomTree U.S. Corporate Bond Fund QIG
Morningstar’s Analysis QIG
Will QIG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the QIG 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 QIG’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Bank of America Corp. 2.59% | 1.23 | 212,630 | Corporate |
Wells Fargo & Co. 4.81% | 0.96 | 166,697 | Corporate |
HCA Inc. 4.13% | 0.93 | 161,485 | Corporate |
U.S. Bancorp. 5.78% | 0.91 | 157,553 | Corporate |
Morgan Stanley 3.95% | 0.90 | 155,651 | Corporate |
Deutsche Bank AG New York Branch 5.3% | 0.87 | 151,704 | Corporate |
Bank of America Corp. 3.19% | 0.87 | 151,202 | Corporate |
Capital One Financial Corp. 3.8% | 0.83 | 144,392 | Corporate |
UnitedHealth Group Inc. 3.38% | 0.77 | 133,267 | Corporate |
Broadcom Inc 3.42% | 0.75 | 129,996 | Corporate |
United States