WBIE : WBI BullBear Rising Income 3000 ETF

WBIE is a US Stocks Market Large Blend with HIGH fees.

WBIE

WBI BullBear Rising Income 3000 ETF

FI Score

20 /100

Diversification Rating

0 /10

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

20% FI Score
  • wbie
  • ETF
  • US Stocks
  • Large Blend

WBI BullBear Rising Income 3000 ETF

Expenses: 1.13% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will seek to invest in the equity securities of small-capitalization, mid-capitalization, and large capitalization domestic and foreign companies that the sub-advisor to the fund and an affiliate of the advisor, believes display attractive prospects for growth in a company's intrinsic value, and in other tactical investment opportunities. It may invest up to 50% of its net assets in the securities of issuers in emerging markets.

Largest Holdings

Amount Holding
5.01% eBay Inc
4.79% Cisco Systems, Inc
4.71% Rockwell Automation, Inc
4.70% Apple Inc
4.49% FMC Corporation
4.35% The Home Depot, Inc
4.25% Fortune Brands Home & Security, Inc
4.23% Applied Materials, Inc
4.00% AbbVie Inc
3.97% S&P Global Inc

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