WisdomTree Interest RtHdgUS Aggt Bd ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund AGZD
Morningstar’s Analysis AGZD
Will AGZD 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 AGZD 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 AGZD’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 7.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 3.63% | 0.85 | 620,722 | Government |
United States Treasury Notes 3.75% | 0.84 | 611,589 | Government |
United States Treasury Notes 3.88% | 0.80 | 584,298 | Government |
United States Treasury Notes 1.38% | 0.77 | 561,234 | Government |
United States Treasury Notes 4.63% | 0.75 | 548,522 | Government |
United States Treasury Notes 4.13% | 0.75 | 548,346 | Government |
United States Treasury Notes 3.5% | 0.75 | 546,144 | Government |
United States Treasury Notes 4.38% | 0.73 | 535,502 | Government |
United States Treasury Notes 3.38% | 0.72 | 524,280 | Government |
United States Treasury Notes 4% | 0.69 | 499,502 | Government |
United States