EMMFWisdomTree Emerging Markets Multifactor Fund

Grow my money7y track recordRanked #1,191 of 2,969 in this goal

Seeks capital appreciation.

By WisdomTree · Launched 2018

Annual Cost

0.48%

#2,338 of 5,573 · average

Fund Size

$187M

#2,356 of 5,573 · mid-size

Return (1Y)Goal

+45.9%

Track Record

7 years

#1,792 of 5,573 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,561+45.6%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Emerging markets

Cap

Multi cap

Strategy

Active selection

Factor

Multifactor

What it actually holds

By weight

Concentration

Top 10 holdings = 24.9% of fund✓ well diversified

TSMC

9.9%

Tencent Holdings Ltd

3.2%

Hyundai Motor Co

2.5%

Baidu Inc

2.3%

Alibaba Group Holding Ltd

1.8%

SK hynix Inc

1.3%

Hansoh Pharmaceutical Group Co

1.1%

FUYAO GLASS

1.0%

HUANENG POWER

0.9%

Samsung Electronics Co Ltd

0.9%

Asset allocation

Stocks

100.0%

By sector

Technology

39.5%

Consumer Cyclical

15.1%

Financial Services

13.2%

Communication

8.2%

Industrials

6.0%

Consumer Defensive

5.9%

Energy

4.9%

Utilities

3.4%

Other

3.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.6%Moderate

Year-on-year price swings

Max drawdown

-32.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.22Strong risk-adjusted returns

Sortino (3Y)

1.78Good 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 emerging markets with characteristics indicative of positive returns. Utilizes a quantitative model to identify securities based on fundamental and technical factors, rebalancing quarterly.
Inception date: August 10, 2018
Fund family: WisdomTree