USMF
WisdomTree U.S. Multifactor Fund
📎 Investment Objective
The WisdomTree U.S. Multifactor Fund (USMF) seeks to provide investment results that closely correspond to the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index.
Overview
ETF tracking WisdomTree U.S. Multifactor Fund
Performance
Price Chart
Investment Summary
📎 Investment Objective
The WisdomTree U.S. Multifactor Fund (USMF) seeks to provide investment results that closely correspond to the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index.
🎯 Investment Strategy
The fund employs a passive management strategy, investing in a portfolio of U.S. equity securities selected based on a multifactor model that emphasizes factors such as value, momentum, quality, and low volatility.
✨ Key Features
- Broad exposure to a diversified portfolio of U.S. equities
- Utilizes a multifactor approach to security selection, which may provide enhanced risk-adjusted returns compared to a traditional market-cap weighted index
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Equity market risk: The value of the fund's holdings may decline due to general market and economic conditions
- Concentration risk: The fund may be more heavily weighted in certain sectors or industries, which could increase the fund's volatility
- Liquidity risk: The fund may have difficulty buying or selling certain securities, particularly in volatile market conditions
- Tracking error risk: The fund may not perfectly track the performance of its underlying index
👤 Best For
USMF may be suitable for long-term investors seeking broad exposure to the U.S. equity market with the potential for enhanced risk-adjusted returns through a multifactor investment approach. Investors should be comfortable with the risks associated with equity investing and be willing to hold the fund for an extended period to potentially realize its full benefits.