DFJWisdomTree Japan SmallCap Dividend Fund
DFJ Fund Description
DFJ tracks an index of Japanese small-cap stocks selected and weighted based on dividends.
DFJ Factset Analytics Insight
DFJ approaches the Japanese small-cap segment with an emphasis on dividends, selecting and weighting stocks based on cash dividends paid over the preceding year. The fund is constructed by removing 300 of the largest companies by market cap from a universe of eligible dividend-paying Japanese firms. In addition, these securities should meet the size and liquidity screens. Dividend-focused weighting scheme will then be applied, so that the fund’s exposure tilts towards the companies that pay higher dividends. The index rebalances annually so that no individual security has a weight greater than 2% and each sector has a maximum weight of 25%.
DFJ MSCI ESG Analytics Insight
WisdomTree Japan SmallCap Dividend Fund has an MSCI ESG Fund Rating of BB based on a score of 3.68 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 Japan SmallCap Dividend Fund ranks in the 8th percentile within its peer group and in the 1st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DFJ MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DFJ Portfolio Data
DFJ Index Data
DFJ Portfolio Management
DFJ Tax Exposures
DFJ Fund Structure
DFJ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFJ. DFJ is rated a 4 out of 5.
DFJ Sector/Industry Breakdown
DFJ Top 10 Holdings[View All]
DFJ Economic Development
DFJ Performance Statistics
DFJ MSCI ESG Ratings
DFJ Benchmark Comparison Summary
DFJ Benchmark Comparison Market Cap Size