SHAG : WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

SHAG is a Bond Market High Yield Bond with LOW fees.

SHAG

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

FI Score

55 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

55% FI Score
  • shag
  • ETF
  • Bond
  • High Yield Bond

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

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

This is an OK choice for a High Yield Bond 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. Short Aggregate Enhanced Yield Index (the index). Under normal circumstances, at least 80% of the fund's total assets will be invested 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 short-term 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
5.69% United States Treasury Notes 1.25%
4.96% Federal National Mortgage Association 2.5%
2.77% 5 Year Treasury Note Future Sept 20
2.36% United States Treasury Notes 2%
2.33% United States Treasury Notes 1.5%
2.29% United States Treasury Notes 2.13%
2.22% Federal National Mortgage Association 2%
2.13% United States Treasury Notes 2.5%
1.94% United States Treasury Notes 2.88%

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