WBIF
WBI BullBear Value 3000 ETF
📎 Investment Objective
The WBI BullBear Value 3000 ETF seeks to provide capital appreciation and income by investing in a diversified portfolio of U.S. equities that exhibit value characteristics.
Overview
ETF tracking WBI BullBear Value 3000 ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The WBI BullBear Value 3000 ETF seeks to provide capital appreciation and income by investing in a diversified portfolio of U.S. equities that exhibit value characteristics.
🎯 Investment Strategy
The fund uses a quantitative, rules-based approach to identify undervalued companies across the broad U.S. equity market. It aims to provide exposure to value stocks while managing risk through active security selection and portfolio optimization.
✨ Key Features
- Focuses on value stocks across the entire U.S. equity market
- Utilizes a quantitative, rules-based investment process to identify undervalued companies
- Actively manages portfolio risk through security selection and optimization
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Equity risk: The fund is subject to the risks associated with investing in the equity market
- Value investing risk: The fund's value-oriented approach may underperform growth or other investment styles
- Liquidity risk: The fund may have difficulty buying or selling certain investments at an optimal time and price
👤 Best For
The WBI BullBear Value 3000 ETF may be suitable for investors seeking exposure to undervalued U.S. equities as part of a diversified portfolio. It may be particularly appealing to investors with a long-term investment horizon who are comfortable with the risks associated with value investing.