IHDGWisdomTree International Hedged Quality Dividend Growth Fund

Grow my money Get income12y track recordRanked #402 of 1,622 in this goal

Seeks to track the price and yield performance of the WisdomTree International Hedged Quality Dividend Growth Index.

By WisdomTree · Launched 2014

Annual Cost

0.58%

#2,930 of 5,562 · average

Fund Size

$2.2B

#697 of 5,562 · large

Return (1Y)Goal

+20.3%

Track Record

12 years

#1,182 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,090+20.9%

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

Index tracking

Factor

Dividend

Index tracked

WisdomTree International Hedged Quality Dividend Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 31.7% of fund✓ well diversified

Toyota Motor Corp

5.3%

LVMH Moet Hennessy Louis Vuitt

4.6%

Industria de Diseno Textil SA

3.6%

BBVA

3.1%

Novo Nordisk A/S

2.8%

BP PLC

2.7%

AstraZeneca PLC

2.6%

Deutsche Telekom AG

2.5%

ING Groep NV

2.3%

L'Oreal SA

2.2%

Asset allocation

Stocks

100.0%

By sector

Industrials

24.5%

Consumer Cyclical

19.2%

Financial Services

15.8%

Technology

11.2%

Healthcare

9.4%

Communication

5.8%

Basic Materials

5.1%

Consumer Defensive

4.3%

Other

4.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.0%Moderate

Year-on-year price swings

Max drawdown

-29.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.60Decent risk-adjusted returns

Sortino (3Y)

0.87Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree International Hedged Quality Dividend Growth Index.
Strategy: Employs a passive management approach designed to track the Index using representative sampling of dividend-paying common stocks with growth characteristics in the industrialized world, excluding Canada and the U.S., while neutralizing foreign currency fluctuations against the U.S. dollar.
Inception date: May 7, 2014
Fund family: WisdomTree