WBIG : WBI BullBear Yield 3000 ETF

WBIG is a US Stocks Market Large Value with HIGH fees.

WBIG

WBI BullBear Yield 3000 ETF

FI Score

27 /100

Diversification Rating

0 /10

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

27% FI Score
  • wbig
  • ETF
  • US Stocks
  • Large Value

WBI BullBear Yield 3000 ETF

Expenses: 1.04% (Better than 0% of similar funds)

This is a bad choice for a Large Value 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
5.64% Apple Inc
5.41% eBay Inc
4.83% Cisco Systems, Inc
4.65% Rockwell Automation, Inc
4.56% Microsoft Corporation
4.53% S&P Global Inc
4.48% AbbVie Inc
4.39% The Home Depot, Inc
4.33% Alphabet Inc
4.23% Amazon.com, Inc

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