WBAL:NYE-WisdomTree Balanced Income Fund (USD)

ETF | Others | NYE

Last Closing Price

USD 25.93

Change

0.00 (0.00)%

Market Cap

USD 3.84M

Volume

1.40K

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

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.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
TLT iShares 20+ Year Treasury Bond ETF 3.41 %
MBB iShares MBS ETF 3.05 %
Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-18 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
BRKB Berkshire Hathaway Inc 0.00 %

N/A

USD566.46B
PUK-P Prudential plc 0.00 %

N/A

USD58.87B
ALL-PB The Allstate Corporation 0.00 %

N/A

USD35.58B
BFA Brown-Forman Corporation 0.00 %

N/A

USD26.04B
KEY-PK KeyCorp 0.00 %

N/A

USD18.06B
ARNC-P Arconic Inc 0.00 %

N/A

USD11.21B
SCE-PD Southern California Edison Com.. 0.00 %

N/A

USD10.68B
SCE-PC Southern California Edison Com.. 0.00 %

N/A

USD10.29B
SCE-PB Southern California Edison Com.. 0.00 %

N/A

USD10.22B
PCG-PA Pacific Gas and Electric Compa.. 0.00 %

N/A

USD6.95B

ETFs Containing WBAL

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Others)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.08% 38% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.08% 38% F 44% F
Trailing 12 Months  
Capital Gain 10.63% 52% F 51% F
Dividend Return 1.95% 70% C- 41% F
Total Return 12.59% 53% F 48% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.88% 48% F 41% F
Dividend Return 1.67% 79% C+ 38% F
Total Return 2.55% 59% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 4.61% 77% C+ 93% A
Risk Adjusted Return 55.41% 75% C 60% D-
Market Capitalization 3.84M 16% F 3% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

STA Verdict Breakdown

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.

What to like:
Low volatility

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.

Superior total 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.

What to not like:
Low market capitalization

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.