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.
WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD
Morningstar’s Analysis HYZD
Will HYZD 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 4.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Snap Inc 6.88% | 0.50 | 1M | Corporate |
EchoStar Corp. 6.75% | 0.50 | 1M | Corporate |
Sirius Xm Radio LLC 4% | 0.49 | 1M | Corporate |
Post Holdings Inc. 6.5% | 0.47 | 1M | Corporate |
Centene Corp. 4.63% | 0.47 | 1M | Corporate |
WULF Compute LLC 7.75% | 0.47 | 1M | Corporate |
CVS Health Corp 7% | 0.46 | 1M | Corporate |
Celanese US Holdings Llc 7.55% | 0.46 | 1M | Corporate |
Post Holdings Inc. 4.63% | 0.46 | 1M | Corporate |
Celanese US Holdings Llc 7.35% | 0.46 | 1M | Corporate |