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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
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5Y
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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
| Holding | Ownership |
|---|---|
Technology 7.68% | |
Technology 6.63% | |
Communication Services 6.03% | |
Technology 4.31% | |
Consumer Cyclical 3.81% | |
Technology 2.99% | |
Technology 2.09% | |
Consumer Cyclical 1.93% | |
Communication Services 1.89% | |
Health care 1.66% |
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