QMIDWisdomtree U.S. Midcap Quality Growth Fund

Grow my money2y track recordRanked #2,349 of 2,969 in this goal

Seeks to track the price and yield performance of the WisdomTree U.S. MidCap Quality Growth Index.

By WisdomTree · Launched 2024

Annual Cost

0.38%

#1,876 of 5,573 · low cost

Fund Size

$2M

#5,329 of 5,573 · small

Return (1Y)Goal

+10.6%

Track Record

2 years

#3,418 of 5,573 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,056+10.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Index enhanced

Factor

Multifactor

Index tracked

WisdomTree US MidCap Quality Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 12.5% of fund✓ well diversified

ATI Inc

1.4%

Roivant Sciences Ltd

1.3%

Deckers Outdoor Corp

1.3%

Roku Inc

1.2%

Everest Group Ltd

1.2%

Performance Food Group Co

1.2%

Docusign Inc

1.2%

Nutanix Inc

1.2%

Domino's Pizza Inc

1.2%

Neurocrine Biosciences Inc

1.2%

Asset allocation

Stocks

100.0%

By sector

Industrials

24.1%

Technology

17.5%

Consumer Cyclical

17.3%

Healthcare

14.7%

Financial Services

11.6%

Consumer Defensive

6.4%

Communication

3.1%

Energy

3.0%

Other

2.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.1%Moderate

Year-on-year price swings

Max drawdown

-24.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree U.S. MidCap Quality Growth Index.
Strategy: Employs a passive management approach to track the Index using representative sampling. Invests at least 80% of net assets in securities of mid-cap companies in the Index.
Inception date: January 23, 2024
Fund family: WisdomTree