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WisdomTree US Efficient Core UCITS ETF - USD Acc
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US Large-Cap Blend Equity
Category
0.20%
Expense ratio
Assets
19.67%
1Y return

NTSX chart

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About

The WisdomTree US Efficient Core UCITS ETF, known as "the Fund," aims to replicate the overall investment performance – encompassing both capital appreciation and income – of its associated benchmark, the WisdomTree US Efficient Core UCITS Index (the "Index"), prior to the deduction of any fees or expenses. This underlying Index is specifically crafted to provide a 90% allocation to prominent US companies (large-cap equities) and a 60% exposure to derivatives based on US government debt (Treasury Bond futures). This strategic combination is designed to enhance the risk-adjusted returns beyond what a conventional 60/40 balanced portfolio typically offers.

Top 10 NTSX holdings

HoldingOwnership
Technology
8.00%
Communication Services
6.27%
Technology
6.25%
Technology
5.17%
Consumer Cyclical
4.47%
Technology
3.21%
Communication Services
2.33%
Consumer Cyclical
1.83%
Consumer Defensive
1.57%
Financial Services
1.35%

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