NTSX : WisdomTree 90/60 U.S. Balanced Fund

NTSX is a US Stocks Market Large Blend with LOW fees.

NTSX

WisdomTree 90/60 U.S. Balanced Fund

FI Score

68 /100

Diversification Rating

7 /10

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

68% FI Score
  • ntsx
  • ETF
  • US Stocks
  • Large Blend

WisdomTree 90/60 U.S. Balanced Fund

Expenses: 0.20% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks total return. The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.

Largest Holdings

Amount Holding
7.99% 2 Year Treasury Note Future Sept 20
7.96% Ultra 10 Year US Treasury Note Future Sept 20
7.92% US Treasury Bond Future Sept 20
7.91% 5 Year Treasury Note Future Sept 20
7.89% 10 Year Treasury Note Future Sept 20
3.39% Microsoft Corporation
3.19% Apple Inc
2.43% Amazon.com, Inc
1.26% Facebook, Inc
1.10% Alphabet Inc

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