Morningstar

WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD

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

Morningstar’s Analysis HYZD

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Interest Rt Hdg Hi Yld Bd ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HYZD

More HYZD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BNY Dreyfus Treasury Oblgtns Csh Mgt Ins

2.55 8M
Cash and Equivalents

United States Treasury Notes 4.375%

1.15 3M
Government

Celanese US Holdings Llc 7.35%

0.67 2M
Corporate

SM Energy Co. 9.625%

0.60 2M
Corporate

Caesars Entertainment Inc. 7%

0.60 2M
Corporate

Viatris Inc 2.3%

0.57 2M
Corporate

Post Holdings Inc. 4.625%

0.55 2M
Corporate

Sunoco LP / Sunoco Finance Corp. 4.5%

0.54 2M
Corporate

Icahn Enterprises, L.P. / Icahn Enterprises Finance Corporation 4.375%

0.54 2M
Corporate

Crescent Energy Finance LLC 7.625%

0.51 2M
Corporate

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