The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets SmallCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested 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 small cap common stocks selected from the WisdomTree Emerging Markets Dividend Index. The fund is non-diversified.
Inception Date: 30/10/2007
Primary Benchmark: WisdomTree EM SmallCap Dividend TR USD
Primary Index: MSCI ACWI Ex USA NR USD
Gross Expense Ratio: 0.63%
Management Expense Ratio: 0.63 %
|VWO||Vanguard FTSE Emerging Markets||0.14 %||
|IEMG||iShares Core MSCI Emerging Mar..||0.14 %||
|EEM||iShares MSCI Emerging Index Fu..||0.69 %||
|SCHE||Schwab Emerging Markets Equity||0.13 %||
|EEMV||iShares Edge MSCI Min Vol Emer..||0.25 %||
|DEM||WisdomTree Emerging Markets Hi..||0.63 %||
|FNDE||Schwab Fundamental Emerging Ma..||0.46 %||
|GEM||Goldman Sachs ActiveBeta Emerg..||0.45 %||
|SPEM||SPDR Index Shares Fund Portfol..||0.59 %||
|PXH||PowerShares FTSE RAFI Emerging..||0.48 %||
|Market Performance vs.
Industry/Classification (Diversified Emerging Mkts)
|Market Performance vs. Exchange (NYSE Arca)|
|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)||17.28%||40%||F||44%||F|
|Risk Adjusted Return||27.02%||51%||F||31%||F|
|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.
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 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.
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.