WisdomTree ETF
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You would ask “Should I invest in this fund or not?” This is very typical first question for long term investor including retiree. Investing long term for your brokerage account or retirement account or 401(k) account needs deep review and analysis. Find the fund review below as well.
The following are the investment ad details:
U.S. Small Cap Exposure
with historically higher returns
Now that’s smart beta
At WisdomTree, we believe that if you want different results, you need to do things differently. For EES we start with only profitable companies and then rebalance annually to remove those that became unprofitable. Now that’s smart beta.
Average Annual Returns as of 9/20/2013
Average Annual Returns of the WisdomTree SmallCap Earnings Index: 1-Yr.: 34.06%; 3-Yr.: 19.79%; 5-Yr.: 16.30%; Since Inception: 7.93%.
Performance is historical and does not guarantee future results; current performance may be lower or higher than quoted. Investment returns/ principal value of an investment will fluctuate; an investor shares, when redeemed, may be worth more or less than their original cost. Performance data for the most recent month-end is available at wisdomtree.com
Learn More at Wisdomtre.com/EES
WISDOMTREE
Wisdom Tree Fund Review
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Morningstar analysts rank this small cap fund with 5-stars rating for its performance. The YTD return is -7.24%. The best 1-year total return was in 2009 with 48.37% and the worst was in 2008 with -31.74%.
The top 5 stocks in its holding as of February 06, 2014 are American Axle & Manufacturing (1.21%), MDC Holdings Inc (1.03%), Cooper Tire & Rubber Co (0.86%) and PDL BioPharma Inc (0.83%). The top sector breakdown is Financials (23.12%).
Investing Opinion
- This US stock ETF has a high 5 stars rating by Morningstar.
- This ETF also has a low cost expense ratio.
- If you look for yield, this ETF will provide a decent yield.
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