An experienced group of portfolio managers use a straightforward approach to gain access to long-dated U.S. Treasuries. The strategy doesn’t offer much beyond what passive rivals with far cheaper price tags can provide, resulting in a Morningstar Analyst Rating of Neutral.
NAV / 1-Day Return
13.42 / 0.74 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Credit Quality / Interest Rate SensitivityHigh / Extensive
Min. Initial Investment
Morningstar’s Analysis WHOSX
Will WHOSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.