The investment seeks a high level of total return consisting of both income and capital appreciation. The fund invests in bonds and other debt instruments ("Debt Securities") denominated in Australian or New Zealand dollars. Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Debt Securities. For these purposes, Debt Securities include fixed income securities, such as bonds, notes or other debt obligations, denominated in Australian or New Zealand dollars, as well as certain derivatives and other instruments described herein. It is non-diversified.
Inception Date: 22/05/2013
Primary Benchmark: WisdomTree US Quality Div Grw TR USD
Primary Index: S&P 500 TR USD
Gross Expense Ratio: 0.28%
Management Expense Ratio: 0.28 %
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|WFC||Wells Fargo & Company||3.50 %|
|PG||Procter & Gamble Company (The)||3.44 %|
|PEP||PepsiCo Inc.||2.55 %|
|IBM||International Business Machines Corporation||2.40 %|
|HD||Home Depot Inc. (The)||2.38 %|
|ABBV||AbbVie Inc.||2.32 %|
|FTCS||First Trust Capital Strength E..||0.60 %||
|USMC||Principal U.S. Mega-Cap Multi-..||0.12 %||
|FEX||First Trust Large Cap Core Alp..||0.61 %||
|SUSL||iShares ESG MSCI USA Leaders E..||0.00 %||
|VONE||Vanguard Russell 1000 Index Fu..||0.12 %||
|PKW||Invesco BuyBack Achievers ETF||0.63 %||
|CFO||VictoryShares US 500 Enhanced ..||0.35 %||
|CFA||Compass EMP U.S. 500 Volatilit..||0.35 %||
|FVC||First Trust Dorsey Wright Dyna..||0.30 %||
|VTHR||Vanguard Russell 3000 Index Fu..||0.15 %||
|Market Performance vs.
Industry/Classification (Large Blend)
|Market Performance vs. Exchange (NASDAQ Global Market)|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||9.30%||38%||F||88%||B+|
|Risk Adjusted Return||118.52%||95%||A||95%||A|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.