DWMFWisdomTree International Multifactor Fund

Grow my money7y track recordRanked #1,708 of 2,960 in this goal

Seeks capital appreciation.

By WisdomTree · Launched 2018

Annual Cost

0.40%

#2,058 of 5,562 · average

Fund Size

$37M

#3,824 of 5,562 · small

Return (1Y)Goal

+14.9%

Track Record

7 years

#1,790 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,456+14.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Cap

Multi cap

Strategy

Active selection

Factor

Multifactor

What it actually holds

By weight

Concentration

Top 10 holdings = 10.6% of fund✓ well diversified

LEG Immobilien SE

2.0%

Reckitt Benckiser Group PLC

1.0%

Euronext NV

1.0%

BioMerieux

1.0%

Fresenius Medical Care AG

1.0%

DREY INST PREF GOV MM-MDSVXX

0.9%

Wartsila OYJ Abp

0.9%

Admiral Group PLC

0.9%

Iberdrola SA

0.9%

Gjensidige Forsikring ASA

0.9%

Asset allocation

Stocks

100.0%

By sector

Financial Services

19.9%

Industrials

19.1%

Consumer Defensive

11.3%

Communication

9.4%

Healthcare

9.1%

Utilities

8.9%

Real Estate

6.3%

Consumer Cyclical

5.8%

Other

10.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

11.5%Moderate

Year-on-year price swings

Max drawdown

-29.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.98Decent risk-adjusted returns

Sortino (3Y)

1.46Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Actively managed, investing primarily in equity securities of developed markets outside the U.S. and Canada. Utilizes a quantitative model to select stocks based on fundamental and technical factors, with quarterly rebalancing.
Inception date: August 10, 2018
Fund family: WisdomTree