Morningstar

WisdomTree US Corporate Bond QIG

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

Morningstar’s Analysis QIG

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

  • People Pillar

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

WisdomTree US Corporate Bond’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 QIG

More QIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp. 2.59%

1.15 208,688
Corporate

Verizon Communications Inc. 4.78%

1.10 198,668
Corporate

Citigroup Inc. 3.11%

1.06 192,120
Corporate

Eversource Energy 3.3%

0.99 178,736
Corporate

Wells Fargo & Co. 4.81%

0.93 168,097
Corporate

HCA Inc. 4.13%

0.89 161,538
Corporate

U.S. Bancorp. 5.78%

0.89 161,315
Corporate

Morgan Stanley 3.95%

0.85 154,495
Corporate

Bank of America Corp. 3.19%

0.83 149,593
Corporate

Oracle Corp. 3.85%

0.82 148,107
Corporate

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