Morningstar

Wisdomtree Tips Digital Fund N/A TIPSX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See WisdomTree Investment Hub
  • NAV / 1-Day Return $9.18  /  −0.27 %
  • Fund Size $930,250.0
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Inflation-Protected Bond
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $25
  • Investment Status Open
  • TTM Yield 5.19%
  • Average Effective Duration —
NAV and 1-Day Return as of

Morningstar’s Analysis TIPSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree TIPS Digital N/A 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 TIPSX

More TIPSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.875%

4.00 37,378
Government

United States Treasury Notes 2.125%

3.95 36,930
Government

United States Treasury Notes 1.875%

3.93 36,730
Government

United States Treasury Notes 1.875%

3.72 34,797
Government

United States Treasury Notes 1.75%

3.56 33,298
Government

United States Treasury Notes 1.125%

3.41 31,832
Government

United States Treasury Notes 1.25%

3.36 31,428
Government

United States Treasury Notes 1.625%

3.35 31,302
Government

United States Treasury Notes 1.125%

3.34 31,235
Government

United States Treasury Notes 0.625%

3.31 30,944
Government

Sponsor Center