The investment seeks to track the price and yield performance of the WisdomTree Global High Dividend Index. The fund will invest at least 95% of its total assets in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of high dividend-yielding companies selected from the WisdomTree Global Dividend Index, which defines the dividend-paying universe of companies in the U.S., developed countries and emerging markets throughout the world. The fund is non-diversified.
|T||AT&T Inc||3.63 %|
|VZ||Verizon Communications Inc||2.94 %|
|XOM||Exxon Mobil Corporation||2.92 %|
|PFE||Pfizer Inc||2.63 %|
|ABBV||AbbVie Inc||2.32 %|
|CVX||Chevron Corporation||2.30 %|
|PM||Philip Morris International Inc||2.05 %|
|KO||The Coca-Cola Company||1.82 %|
|CSCO||Cisco Systems, Inc||1.70 %|
|MO||Altria Group, Inc||1.59 %|
|VT||Vanguard Total World Stock Ind..||0.08 %||
|IOO||iShares Global 100 ETF||0.40 %||
|FIHD||UBS AG FI Enhanced Global High..||0.80 %||
|URTH||iShares MSCI World ETF||0.24 %||
|FIYY||Barclays ETN+ FI Enhanced Glob..||0.93 %||
|CRBN||iShares MSCI ACWI Low Carbon T..||0.20 %||
|WDIV||SPDR S&P Global Dividend ETF||0.40 %||
|ACIM||SPDR MSCI ACWI IMI ETF||0.09 %||
|KLDW||Knowledge Leaders Developed Wo..||0.75 %||
|TOK||iShares MSCI Kokusai ETF||0.25 %||
|Market Performance vs.
Industry/Classification (World Large Stock)
|Market Performance vs. Exchange|
|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)||9.73%||78%||C+||78%||C+|
|Risk Adjusted Return||63.06%||33%||F||70%||C-|
|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.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
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.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.