AGGY : WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

AGGY is a Bond Market Total US Bond Market with LOW fees.

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

FI Score

80 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

80% FI Score
  • aggy
  • ETF
  • Bond
  • Total US Bond Market

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

Expenses: 0.12% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks to track the price and yield performance, before fees and expenses, of the Bloomberg Barclays U.S. Aggregate Enhanced Yield Index (the index). Under normal circumstances, the fund will invest at least 80% of its total asset in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to broadly capture the U.S. investment grade, fixed income securities market while seeking to enhance yield within desired risk parameters and constraints. The fund is non-diversified.

Largest Holdings

Amount Holding
0.65% Federal National Mortgage Association 3%
0.48% Federal National Mortgage Association 3.5%
0.44% Fnma Pass-Thru I 3%
0.42% Federal National Mortgage Association 4%
0.36% Government National Mortgage Association 3.5%
0.35% Federal National Mortgage Association 2.5%
0.29% United States Treasury Notes 1.88%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs up duo