Azzad Wise Capital Fund (WISEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.94
-0.01 (-0.09%)
At close: Feb 27, 2026
Fund Assets364.02M
Expense Ratio0.89%
Min. Investment$4,000
Turnovern/a
Dividend (ttm)0.39
Dividend Yield3.55%
Dividend Growth1.50%
Payout FrequencyMonthly
Ex-Dividend DateFeb 27, 2026
Previous Close10.95
YTD Return0.93%
1-Year Return5.20%
5-Year Return14.50%
52-Week Low10.38
52-Week High10.96
Beta (5Y)0.10
Holdings213
Inception DateApr 6, 2010

About WISEX

The Azzad Wise Capital Fund (WISEX) seeks to provide shareholders with capital preservation and income. WISEX seeks to invest primarily in certificates entitling the holder to payment of a fixed return on a periodic basis up to and including maturity, at which time the initial investment will be repaid together with a profit amount.

Category Short-Term Bond
Stock Exchange NASDAQ
Ticker Symbol WISEX
Index ICE BofA 1-3 Year Gov/Corporate TR

Performance

WISEX had a total return of 5.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.96%.

Top 10 Holdings

22.60% of assets
NameSymbolWeight
Cash & Cash Equivalentsn/a4.62%
TNB GLOBAL VENTURES CAP., SR. UNSECD. NOTE, SERIES EMTN, 3.244%, 10/19/2026TNBMK.3.244 10.19.26 EMTN2.20%
Perusahaan Penerbit Surat Berharga Syariah Indonesia III 4.15%INDOIS.4.15 03.29.27 RegS2.16%
ICD SUKUK CO. LTD., 5.000%, 02/01/2027INVCOR.5 02.01.27 EMTN2.13%
AXIATA SPV2 BHD, 4.357%, 03/24/2026AXIATA.4.357 03.24.26 EMTN2.11%
Mazoon Assets Company SAOC 5.25%MAZOON.5.25 10.09.31 144A1.93%
Banque Saudi Fransi, Sr. Unsecd. Note, 4.75%, 05/31/2028n/a1.90%
Dae Sukuk Dfc Ltd., Sr. Unsecd. Note, Series Regs, 3.75%, 02/15/2026n/a1.86%
EI Sukuk Co Ltd. 5.431%EIBUH.5.431 05.28.291.86%
Perusahaan Penerbit Surat Berharga Syariah Indonesia III 5%INDOIS.5 05.25.30 144A1.85%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Feb 27, 2026$0.02809Feb 27, 2026
Jan 30, 2026$0.03077Jan 30, 2026
Dec 30, 2025$0.0347Dec 30, 2025
Nov 28, 2025$0.02993Nov 28, 2025
Oct 31, 2025$0.03369Oct 31, 2025
Sep 30, 2025$0.03438Sep 30, 2025
Full Dividend History