UNIY

WisdomTree Voya Yield Enhanced USD Universal Bond Fund

$49.18
+0.00%
Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) seeks to provide a high level of current income consistent with preservation of capital.

Overview

ETF tracking WisdomTree Voya Yield Enhanced USD Universal Bond Fund

Issuer WisdomTree
Inception Date 2023-02-07
Market Cap $1.4B
Average Volume N/A
Dividend Yield 4.08%
52-Week Range $47.49 - $49.87
VWAP $49.24

Performance

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Investment Summary

📎 Investment Objective

The WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) seeks to provide a high level of current income consistent with preservation of capital.

🎯 Investment Strategy

The fund invests primarily in a portfolio of investment-grade fixed income securities denominated in U.S. dollars. The portfolio is actively managed to maintain a duration profile similar to the Bloomberg U.S. Universal Bond Index.

✨ Key Features

  • Broad exposure to the U.S. investment-grade fixed income market
  • Active management approach to optimize yield and manage interest rate risk
  • Seeks to provide a high level of current income while preserving capital
  • 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 by the issuers of the bonds it holds
  • Liquidity risk: Less liquid bonds may be difficult to sell at an advantageous time or price
  • Reinvestment risk: When interest rates fall, the fund may have to reinvest coupon payments or proceeds from sales of bonds at lower rates

👤 Best For

This ETF may be suitable for investors seeking a diversified, investment-grade fixed income allocation that aims to provide a high level of current income. It may be appropriate as a core bond holding or as a complement to a broader portfolio.