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WisdomTree Japan Hedged Equity ETF DXJ

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

Morningstar’s Analysis DXJ

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

  • People Pillar

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

WisdomTree Japan Hedged Equity 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 cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DXJ

More DXJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Toyota Motor Corp

5.72 265.6 Mil
Consumer Cyclical

Mitsubishi UFJ Financial Group Inc

4.82 223.9 Mil
Financial Services

Mitsubishi Corp

4.07 188.8 Mil
Industrials

Japan Tobacco Inc

3.98 185.0 Mil
Consumer Defensive

Shin-Etsu Chemical Co Ltd

2.67 124.1 Mil
Basic Materials

Mizuho Financial Group Inc

2.49 115.8 Mil
Financial Services

Sumitomo Mitsui Financial Group Inc

2.49 115.5 Mil
Financial Services

Tokyo Electron Ltd

2.19 101.5 Mil
Technology

Hitachi Ltd

1.98 92.1 Mil
Industrials

Tokio Marine Holdings Inc

1.96 90.8 Mil
Financial Services