Morningstar

WisdomTree U.S. Efficient Core Fund NTSX

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

Morningstar’s Analysis NTSX

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

  • People Pillar

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

WisdomTree U.S. Efficient Core Fund's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NTSX

More NTSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Long Bond(Cbt) Dec24 Xcbt 20241219

8.02 139.1 Mil
Government

Ultra 10 Year US Treasury Note Future Dec 24

7.94 137.6 Mil
Government

10 Year Treasury Note Future Dec 24

7.94 137.6 Mil
Government

2 Year Treasury Note Future Dec 24

7.93 137.5 Mil
Government

Us 5yr Note (Cbt) Dec24 Xcbt 20241231

7.93 137.4 Mil
Government

Apple Inc

4.13 71.6 Mil
Technology

Microsoft Corp

3.73 64.6 Mil
Technology

NVIDIA Corp

3.65 63.3 Mil
Technology

Alphabet Inc Class A

2.49 43.2 Mil
Communication Services

Amazon.com Inc

2.24 38.8 Mil
Consumer Cyclical

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