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WisdomTree Interest Rt Hdg Hi Yld Bd ETF HYZD

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

Morningstar’s Analysis HYZD

Will HYZD outperform in 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.

WisdomTree Interest Rt Hdg Hi Yld Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
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 −84.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Total Cash Offset

93.51 161.1 Mil
Cash and Equivalents

Sirius Xm Radio Inc 5.5%

1.00 1.7 Mil
Corporate

Post Holdings Inc. 4.63%

0.88 1.5 Mil
Corporate

United States Treasury Notes 4.38%

0.85 1.5 Mil
Government

Centene Corporation 4.63%

0.84 1.4 Mil
Corporate

Davita Inc 3.75%

0.76 1.3 Mil
Corporate

Organon & Co 5.13%

0.73 1.3 Mil
Corporate

Genesis Energy L.P. 7.75%

0.71 1.2 Mil
Corporate

Community Health Systems Incorporated 5.63%

0.67 1.2 Mil
Corporate

Community Health Systems Incorporated 4.75%

0.67 1.2 Mil
Corporate