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Morningstar

WisdomTree US Shrt-Term Corp Bd SFIG

Morningstar Medalist Rating
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.

  • Process Pillar

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

  • People Pillar

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

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SFIG

More SFIG Holdings
  • 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%

1.44 735,388
Government

Goldman Sachs Group, Inc. 5.95%

1.10 564,015
Corporate

Citigroup Inc. 4.45%

0.91 467,449
Corporate

Bank of America Corp. 3.71%

0.87 446,353
Corporate

Capital One Financial Corp. 4.2%

0.78 397,359
Corporate

Citigroup Inc. 3.2%

0.75 382,660
Corporate

CVS Health Corp 4.3%

0.74 378,528
Corporate

Goldman Sachs Group, Inc. 1.95%

0.74 378,156
Corporate

Wells Fargo & Co. 4.3%

0.73 371,517
Corporate

Bank of America Corp. 1.66%

0.72 371,136
Corporate