WisdomTree Yield Enh US S-T Aggt Bd ETF 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 Yield Enhanced U.S. Short-Term Aggregate Bond Fund SHAG
Morningstar’s Analysis SHAG
Will SHAG 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 SHAG 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 SHAG’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 11.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 3.5% | 3.57 | 1M | Government |
United States Treasury Notes 3.5% | 1.55 | 491,777 | Government |
United States Treasury Notes 3.5% | 0.93 | 295,254 | Government |
United States Treasury Notes 3.88% | 0.89 | 281,582 | Government |
United States Treasury Notes 3.88% | 0.88 | 280,248 | Government |
United States Treasury Notes 4% | 0.84 | 267,246 | Government |
Philippines (Republic Of) 2.46% | 0.83 | 263,726 | Government |
United States Treasury Notes 3.5% | 0.76 | 241,211 | Government |
Nomura Holdings Inc. 5.39% | 0.69 | 218,928 | Corporate |
Ford Motor Credit Company LLC 5.73% | 0.66 | 210,079 | Corporate |
United States