NTSX
WisdomTree U.S. Efficient Core Fund
📎 Investment Objective
The WisdomTree U.S. Efficient Core Fund (NTSX) seeks to provide investment results that, before fees and expenses, correspond to the performance of the Bloomberg U.S. Aggregate Bond Index and the S&P 500 Index, weighted 90% and 10% respectively.
Overview
ETF tracking WisdomTree U.S. Efficient Core Fund
Performance
Price Chart
Investment Summary
📎 Investment Objective
The WisdomTree U.S. Efficient Core Fund (NTSX) seeks to provide investment results that, before fees and expenses, correspond to the performance of the Bloomberg U.S. Aggregate Bond Index and the S&P 500 Index, weighted 90% and 10% respectively.
🎯 Investment Strategy
NTSX aims to achieve its objective by investing in a portfolio of U.S. Treasuries, stocks, and other fixed income and equity securities. The fund utilizes a 90/10 allocation strategy, with 90% of the portfolio invested in fixed income and 10% in equities, in an effort to provide diversified exposure to the U.S. bond and stock markets.
✨ Key Features
- Seeks to provide diversified exposure to U.S. fixed income and equity markets
- Utilizes a 90/10 allocation strategy between bonds and stocks
- Aims to track the performance of the Bloomberg U.S. Aggregate Bond Index and the S&P 500 Index
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's investments may decline due to general market conditions or other factors
- Interest rate risk: Changes in interest rates may affect the value of the fund's fixed income investments
- Equity market risk: The fund's equity investments are subject to the risks of the stock market
- Tracking error risk: The fund may not perfectly track the performance of its underlying indexes
👤 Best For
NTSX may be suitable for investors seeking a diversified, low-cost exposure to the U.S. bond and stock markets. It may be particularly appealing to investors who want a balanced portfolio with a focus on fixed income, but also want some equity exposure. As with any investment, investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing in NTSX.