The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 9.82 / 0.05 %
- Total Assets 1.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.410%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Short-Term Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 25
- Status Open
- TTM Yield —
- Effective Duration —
Morningstar’s Analysis WTSIX
Will WTSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 5
- % Assets in Top 10 Holdings 100.0