Investment Ad
Investment ad is popular in financial magazine or newspaper. You may find tons of advertisements inside them. Recently, you may find this DON, The Only U.S. Mid Cap Dividend ETF by WisdomTree ad in Barron’s newspaper on September 16, 2013 at page 36. This investing ad is located at the lower portion section of the paper.Ads |
The ad is as follow:
DON
The Only U.S. Mid Cap Dividend ETF
There are risks associated with investing including the possible loss of principal. Funds focused on smaller companies may experience greater price volatility. Carefully consider the investment objectives, risks, charges, and expenses of the Funds before investing. To obtain a prospectus containing this information, visit wisdomtree.com. Read it carefully before you invest.
WisdomTree Funds are distributed by ALPS Distributors, Inc.
Investing Review
This WisdomTree MidCap Dividend Fund is an exchange traded fund. It is traded like stocks or closed end funds (CEFs). You can buy from your online brokerage or discount broker. Its objective is to provide investment results similar to the WisdomTree MidCap Dividend Index, its benchmark. Having an expense fee of 0.38%, it is currently traded at. It also has a high dividend yield of 2.40%.Morningstar has ranked this WisdomTree MidCap Dividend Fund with 4 stars rating. Looking at the fund performance or return, it has consistent return and tends to have better returns during the worst market conditions such as year 2008 and 2011. During bull market, this ETF fund tends to lag typical S&P 500 index. It has a 5 year annualized return of 10.77%.
As of September 2013, the top 3 sectors are financials, consumer discretionary, and utilities. The top 5 stocks are Best Buy Co In, Windstream Holdings Inc, Pitney Bowes Inc, Ameren Corp, and The Western Union Co.
Bottom Line
- This WisdomTree MidCap Dividend fund is suitable for long term investment. Short term investing or trading is not recommended.
- High yield is good income source especially during low interest environment.
- This fund also has low expense ratio fee. It is better choice than other high dividend mutual fund with high sales load.
- It is easily being traded in and out using your online stock broker.
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