WisdomTree US Shrt-Term Corp Bd 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. Short-Term Corporate Bond Fund QSIG
Morningstar’s Analysis QSIG
Will QSIG 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 QSIG 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 QSIG’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 5.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Goldman Sachs Group, Inc. 5.05% | 0.76 | 428,436 | Corporate |
Oracle Corp. 4.45% | 0.61 | 343,137 | Corporate |
Bank of America Corp. 5.2% | 0.58 | 329,144 | Corporate |
Goldman Sachs Group, Inc. 3.81% | 0.54 | 307,749 | Corporate |
Oneok Inc. 5.65% | 0.47 | 269,261 | Corporate |
The Cigna Group 4.38% | 0.47 | 265,789 | Corporate |
Ares Strategic Income Fund 5.8% | 0.46 | 259,677 | Corporate |
Elevance Health Inc. 4.1% | 0.44 | 250,141 | Corporate |
Oracle Corp. 4.95% | 0.44 | 249,152 | Corporate |
L3 Harris Technologies Inc 4.4% | 0.43 | 246,008 | Corporate |
United States