Morningstar

WisdomTree U.S. Corporate Bond Fund QIG

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis QIG

Will QIG outperform in the 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 QIG’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings QIG

More QIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp. 2.592%

1.22 208,528
Corporate

Wells Fargo & Co. 4.808%

0.97 165,800
Corporate

HCA Inc. 4.125%

0.93 159,250
Corporate

U.S. Bancorp. 5.775%

0.91 155,318
Corporate

BNY Dreyfus Treasury Oblgtns Csh Mgt Ins

0.89 151,115
Cash and Equivalents

Bank of America Corp. 3.194%

0.87 148,962
Corporate

Deutsche Bank AG New York Branch 5.297%

0.86 147,525
Corporate

Capital One Financial Corp. 3.8%

0.84 143,653
Corporate

Net Current Assets

0.76 130,390
—

Citigroup Inc. 6.625%

0.73 124,105
Corporate

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