The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Balanced Income Index. Under normal circumstances, at least 80% 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 designed to provide a balanced exposure to global equities and fixed income, including developed and emerging markets. The fund is non-diversified.
|BRKB||Berkshire Hathaway Inc||0.00 %||
|PUK-P||Prudential plc||0.00 %||
|ALL-PB||The Allstate Corporation||0.00 %||
|BFA||Brown-Forman Corporation||0.00 %||
|ARNC-P||Arconic Inc||0.00 %||
|SCE-PD||Southern California Edison Com..||0.00 %||
|SCE-PC||Southern California Edison Com..||0.00 %||
|SCE-PB||Southern California Edison Com..||0.00 %||
|PCG-PA||Pacific Gas and Electric Compa..||0.00 %||
|Market Performance vs.
|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)||4.61%||77%||C+||93%||A|
|Risk Adjusted Return||55.41%||75%||C||60%||D-|
|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.