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NTSIWisdomTree International Efficient Core Fund

Diversifier5y track recordRanked #25 of 281 in this goal

Seeks total return.

By WisdomTree · Launched 2021

Annual Cost

0.26%

#1,247 of 6,035 · low cost

Fund Size

$501M

#1,664 of 6,035 · large

Return (1Y)

+13.7%

Track Record

5 years

#2,339 of 6,035 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,303+13.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 21.4% of funddiversified

DREYFUS TRSY OBLIG CASH MDTRXX
7.9%
ASML Holding N.V.
2.6%
Shell PLC
1.7%
HSBC Holdings PLC
1.5%
Novartis AG
1.5%
Roche Holding AG
1.3%
NESTLE' CAPITAL MARKETS SA
1.3%
AstraZeneca PLC
1.2%
Toyota Motor Corp.
1.2%
TotalEnergies SE
1.2%

Asset allocation

Stocks
92.2%
Cash
8.0%

By sector

Financial Services
26.8%
Industrials
16.6%
Technology
11.5%
Healthcare
10.1%
Consumer Cyclical
8.0%
Consumer Defensive
7.0%
Basic Materials
6.3%
Communication
5.0%
Other
8.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.5%Moderate

Year-on-year price swings

Max drawdown
-34.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.81Decent risk-adjusted returns
Sortino (3Y)
1.17Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return.
Strategy
Actively manages a portfolio of international equity securities, excluding the U.S. and Canada, weighted by market capitalization. Invests approximately 90% of net assets in equity securities and uses U.S. Treasury futures contracts for total return.
Inception date
May 18, 2021
Fund family
WisdomTree

Next steps

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Data updated on 2026-09-18