Morningstar

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund SHAG

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

Morningstar’s Analysis SHAG

Will SHAG 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 SHAG’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SHAG

More SHAG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.5%

3.30 2M
Government

United States Treasury Notes 3.5%

3.03 2M
Government

United States Treasury Notes 3.5%

2.28 2M
Government

United States Treasury Notes 3.625%

2.22 2M
Government

United States Treasury Notes 3.875%

1.43 990,913
Government

United States Treasury Notes 5%

0.86 597,937
Government

Federal National Mortgage Association 7.25%

0.85 593,400
Government

United States Treasury Notes 3.625%

0.80 553,717
Government

United States Treasury Bills 0%

0.76 526,058
Government

Tennessee Valley Authority 7.125%

0.61 426,539
Government

Sponsor Center