AGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
AGZD Fund Description
AGZD tracks a long/short net-zero-duration bond index that's long US investment-grade issues and short Treasury futures.
AGZD Factset Analytics Insight
AGZD launched as one of the two zero-duration products by WisdomTree to address concerns over rising rates, and targets the broad US investment-grade space with an interest-rate-hedged overlay. It shares the same parent long index as many existing US Agg ETFs. By shorting a variety of Treasury futures, the fund aims to achieve a net-zero portfolio duration, hence eliminating—or at least greatly minimizing—interest-rate risk. AGZD might be appealing to investors who want to capture the credit spread but are uncertain about the interest-rate paths.
AGZD MSCI ESG Analytics Insight
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund has an MSCI ESG Fund Rating of undefined based on a score of 6.52 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund ranks in the 54th percentile within its peer group and in the 31st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
AGZD Summary Data
AGZD Portfolio Data
AGZD Index Data
AGZD Portfolio Management
AGZD Tax Exposures
AGZD Fund Structure
AGZD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AGZD. AGZD is rated a N/A out of 5.