WisdomTree 90/60 U.S. Balanced Fund (NTSX)
|Ex-Dividend Date||Sep 24, 2021|
|Day's Range||42.88 - 43.16|
|Inception Date||Aug 2, 2018|
The investment seeks total return. The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.
Top 10 Holdings51.49% of assets
|Us 2yr Note (Cbt) Dec21 Xcbt 20211231||N/A||7.90%|
|Us 10yr Note (Cbt)dec21 Xcbt 20211221||N/A||7.88%|
|Us 5yr Note (Cbt) Dec21 Xcbt 20211231||N/A||7.88%|
|Us 10yr Ultra Fut Dec21 Xcbt 20211221||N/A||7.87%|
|Us Long Bond(Cbt) Dec21 Xcbt 20211221||N/A||7.87%|
|Sep 24, 2021||$0.090||Sep 29, 2021|
|Jun 24, 2021||$0.085||Jun 29, 2021|
|Mar 25, 2021||$0.0888||Mar 30, 2021|
|Dec 21, 2020||$0.1153||Dec 24, 2020|
|Dec 8, 2020||$0.02293||Dec 11, 2020|
|Sep 22, 2020||$0.085||Sep 25, 2020|
Some exchange traded funds purport to deliver efficient core exposures, but that's a mission the WisdomTree U.S. Efficient Core Fund (NTSX) lives and breathes. Actively managed, NTSX puts a new, more re...
One of the best ways that any new exchange traded fund can grab investors' attention and assets is to deliver the goods when it comes to risk-adjusted returns. Just over three years after coming to mark...
The traditional 60/40 equities/bonds portfolio split may have seen better days, but some investors still crave a mix of stocks and bonds. With interest rates at rock bottom levels, how that mix is obtai...
ETF Trends CEO Tom Lydon discussed the WisdomTree U.S. Efficient Core Fund (NTSX) on this week's “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. NTSX is an actively managed portfolio o...
Upon launching the WisdomTree U.S. Efficient Core Fund (NTSX), previously referred to as the WisdomTree 90/60 U.S. Balanced Fund, we updated some of the seminal research from Cliff Asness on the diversi...
On Thursday, WisdomTree, an exchange traded fund (ETF) and exchange-traded product (ETP) sponsor and asset manager, announced the launch of the Efficient Core family of ETFs. The family includes the Int...
Given the market performance of equities and bonds during in the coronavirus environment, investors might want to rethink the 60-40 strategy. A common approach to reducing this downside risk is to repla...
A cornerstone of endowment investing is generating solid risk-adjusted returns while minimizing volatility. Alone, that’s tough objective for many advisors to meet and it becomes even trickier when intr...
Staying in cash might be one of the default maneuvers investors are turning to in this turbulent market landscape, but another strategy to not only stay invested but to get a handle on the situation is ...
If investors are looking for the markets to rebound or want to position their portfolios for the future with the traditional 60-40 equities and bond exposure, it pays to get strategic. One fund to achie...