AGGYWisdomTree Barclays Yield Enhanced U.S. Aggregate Bond Fund
AGGY Fund Description
The WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond Fund tracks an index of USD-denominated investment-grade securities, consisting of 20 subcomponents. Subcomponents are reweighted to achieve higher yield-to-worst.
AGGY Factset Analytics Insight
AGGY comes to the US aggregate investment-grade space with a unique flavor. Instead of using the standard market-value selection and weighting scheme, AGGY takes a “sector rotation” approach to maximize its yield. AGGY’s underlying index breaks down the popular Barclays US Agg Index into 20 subcomponents based on sector, credit quality, and maturity. Then the index optimizes the allocation to its 20 subcomponents for yield, with a few constraints to ensure the enhanced index retains the overall risk profile of the parent index. Within individual subcomponents, the index still applies the classic market value weighting scheme for individual securities. AGGY’s take on enhanced exposure comes at a reasonable cost. Retail investors should use limit orders as a standard practice to minimize trading surprises. Institutions should reach out to a market maker for creation and redemption because trading in the bond market is generally opaque.
AGGY MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 18, 2018 the WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond Fund MSCI ESG Fund Quality Score is 5.16 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. AGGY ranks in the 70th percentile within its peer group and in the 40th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
AGGY CHARTS AND PERFORMANCE
AGGY Top 10 Countries [View All]
AGGY Top 10 Sectors
AGGY Top 10 Holdings [View All]
AGGY Summary Data
AGGY Portfolio Data
AGGY Index Data
AGGY Portfolio Management
AGGY Tax Exposures
AGGY Fund Structure
AGGY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AGGY. AGGY is rated a 4 out of 5.
AGGY Sector/Industry Breakdown
AGGY Top 10 Holdings[View All]
AGGY Top 5 Countries
AGGY Top 5 Currencies
AGGY Economic Development
AGGY Performance Statistics
AGGY MSCI ESG Ratings
AGGY HOLDINGS STATISTICS
AGGY MATURITY DISTRIBUTION
AGGY CREDIT BREAKDOWN