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Morningstar

WisdomTree TIPS Digital N/A TIPSX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 9.96  /  0.10 %
  • Total Assets 997,245.0
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.000
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 25
  • Status Open
  • TTM Yield —
  • Effective Duration —

USD | NAV as of Jun 06, 2023 | 1-Day Return as of Jun 06, 2023, 10:24 PM GMT+0

Morningstar’s Analysis TIPSX

Will TIPSX 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 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 Manager Research

Morningstar Manager Research

Summary

WisdomTree TIPS Digital N/A’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TIPSX

More TIPSX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 7
  • Other Holdings 0
  • % Assets in Top 10 Holdings 73.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.13%

28.83
264,766
Government

United States Treasury Notes 0.5%

26.77
245,858
Government

United States Treasury Notes 0.88%

14.62
134,262
Government

United States Treasury Bonds 2.13%

8.97
82,355
Government

United States Treasury Bonds 0.13%

8.82
81,019
Government

United States Treasury Notes 1.13%

6.49
59,587
Government

United States Treasury Notes 0.13%

5.50
50,481
Government