SHAG

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

$48.02

+0.00%

Market closed. Last update: 10:55 PM ET

📎 Investment Objective

The WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG) seeks to provide current income while maintaining a short-term duration profile.

Overview

ETF tracking WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

Category Fixed Income

Issuer WisdomTree

Inception Date 2017-05-18

Market Cap $76.8M

Average Volume N/A

Dividend Yield 3.63%

52-Week Range $47.06 - $48.30

VWAP $48.05

Performance

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Investment Summary

📎 Investment Objective

The WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG) seeks to provide current income while maintaining a short-term duration profile.

🎯 Investment Strategy

SHAG invests in a diversified portfolio of U.S. investment-grade fixed income securities, primarily focusing on short-term bonds and other debt instruments. The fund aims to enhance yield compared to traditional short-term bond indexes by employing an active management approach to security selection and portfolio construction.

✨ Key Features

Short-term bond fund with an average duration of 1-3 years
Actively managed to potentially generate higher yields than passive short-term bond indexes
Diversified portfolio of U.S. investment-grade fixed income securities
Low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The fund's value may decline when interest rates rise
Credit risk: The fund is exposed to the risk of default or downgrade of the underlying bonds
Liquidity risk: Certain bonds held by the fund may be difficult to sell, especially during times of market stress
Active management risk: The fund's performance may deviate from its benchmark due to the investment decisions made by the portfolio manager

👤 Best For

SHAG may be suitable for investors seeking current income and a low-risk, short-term fixed income allocation within a diversified portfolio. The fund's focus on investment-grade, short-duration bonds makes it appropriate for investors with a conservative risk tolerance and a short-term investment horizon.