HEDJWisdomTree Europe Hedged Equity Fund

Grow my money16y track recordRanked #663 of 2,960 in this goal

Seeks to track the price and yield performance of the WisdomTree Europe Hedged Equity Index.

By WisdomTree · Launched 2009

Annual Cost

0.58%

#2,930 of 5,562 · average

Fund Size

$1.8B

#781 of 5,562 · large

Return (1Y)Goal

+22.4%

Track Record

16 years

#738 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,530+25.3%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Strategy

Long short

Index tracked

WisdomTree Europe Hedged Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 41.6% of fundmoderately concentrated

BBVA

6.2%

LVMH Moet Hennessy Louis Vuitt

5.8%

Banco Santander SA

4.8%

ASML Holding NV

4.4%

Sanofi SA

4.2%

Deutsche Telekom AG

4.0%

Siemens AG

3.8%

L'Oreal SA

3.2%

Bayerische Motoren Werke AG

2.8%

SAP SE

2.5%

Asset allocation

Stocks

100.0%

By sector

Industrials

22.7%

Financial Services

14.9%

Consumer Cyclical

13.6%

Consumer Defensive

12.3%

Technology

12.1%

Healthcare

8.1%

Basic Materials

7.0%

Communication

5.6%

Other

3.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.7%Moderate

Year-on-year price swings

Max drawdown

-38.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.74Decent risk-adjusted returns

Sortino (3Y)

1.10Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree Europe Hedged Equity Index.
Strategy: Employs a passive management approach designed to track the WisdomTree Europe Hedged Equity Index. Invests in a sample of securities in the Index, providing exposure to European equities while hedging against fluctuations in the euro relative to the U.S. dollar.
Inception date: December 31, 2009
Fund family: WisdomTree