NTSDWisdomtree Efficient U.S. Plus International Equity Fund

Grow my moneyRanked #2,871 of 2,960 in this goal

The WisdomTree Efficient U.S. Plus International Equity Fund seeks total return.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,070+20.7%

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

How Beacon categorizes this fund

Asset class

Region

Cap

Large

Strategy

Active selection

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-5.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: The WisdomTree Efficient U.S. Plus International Equity Fund seeks total return.
Strategy: The Fund is actively managed using a model-based approach, investing primarily in equity securities of U.S. large-capitalization companies and index futures contracts that provide exposure to international equity securities, aiming for capital efficiency by using fewer assets to gain market exposure.