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WisdomTree US Shrt-Term Corp Bd SFIG

Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis SFIG

Will SFIG outperform in future?

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

WisdomTree US Shrt-Term Corp Bd’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings SFIG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 8.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.25%

1.44 738,927
Government

Goldman Sachs Group, Inc. 5.95%

1.10 564,484
Corporate

Citigroup Inc. 4.45%

0.91 469,209
Corporate

Bank of America Corp. 3.71%

0.87 446,626
Corporate

Capital One Financial Corp. 4.2%

0.77 397,229
Corporate

Citigroup Inc. 3.2%

0.75 383,211
Corporate

CVS Health Corp 4.3%

0.74 380,266
Corporate

Goldman Sachs Group, Inc. 1.95%

0.74 378,313
Corporate

Wells Fargo & Co. 4.3%

0.73 372,618
Corporate

Bank of America Corp. 1.66%

0.72 371,264
Corporate