WLDR : Affinity World Leaders Equity ETF

WLDR is a Allocation Market Total World with LOW fees.

WLDR

Affinity World Leaders Equity ETF

FI Score

50 /100

Diversification Rating

7 /10

Expense Ratio Rating

9 /10

Expense Rating

5 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

50% FI Score
  • wldr
  • ETF
  • Allocation
  • Total World

Affinity World Leaders Equity ETF

Expenses: 0.47% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.

Largest Holdings

Amount Holding
2.48% AT&T Inc
2.42% Verizon Communications Inc
2.22% Intel Corporation
1.73% CenturyLink, Inc
1.63% Micron Technology, Inc
1.62% Rogers Corporation
1.60% eBay Inc
1.53% AbbVie Inc
1.52% STX
1.50% International Business Machines Corporation

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