DXJ

WisdomTree Japan Hedged Equity Fund
*Unless otherwise stated, data provided by FactSet.

DXJ Fund Description

DXJ tracks an exporter-focused, dividend-weighted index of Japanese stocks. The fund is hedged for currency fluctuations between the US dollar and Japanese yen.

DXJ Factset Analytics Insight

DXJ has a specific investment thesis, with an Abenomics-targeted, dividend-focused portfolio. The fund is positioned to gain from increased economic activity in Japan due to the weakening of its currency. DXJ selects export-oriented, dividend-paying Japanese firms, weights them by dividends and then hedges its yen exposure. The fund wasn't always currency-hedged or export-oriented; at launch, it tracked a dividend-weighted index, adding a currency hedge in 2010, and shifting the portfolio toward exporters in 2012. DXJ's dividend-oriented selection and weighting produce one of the segment's highest yields and a tilt to large-caps.The fund’s fee isn't cheap, but it’s reasonable given the complexity of the portfolio. However, wobbly tracking stats point to real-world holdings costs that are often significantly higher than the fee. It’s worth pointing out that the fund has made capital gains distributions in the past—a tax hit for investors. Still, DXJ's is one of the most-liquid funds in the segment and is easy to trade for both small and large investors.

DXJ MSCI ESG Analytics Insight

WisdomTree Japan Hedged Equity Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.37 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 Hedged Equity Fund ranks in the 50th percentile within its peer group and in the 30th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

DXJ Charts And Performance

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PERFORMANCE [as of 10/21/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
DXJ 3.39% 6.93% 13.76% -1.79% 8.01% 6.62% 6.15%
DXJ (NAV) 2.20% 5.32% 11.44% -2.92% 7.86% 6.83% 6.10%
WisdomTree Japan Hedged Equity Index -- -- -- -- -- -- 6.10%
MSCI Japan Large Cap Index 0.68% 3.98% 14.06% 3.68% 7.14% 7.50% 5.74%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

DXJ Summary Data

WisdomTree
06/16/06
Open-Ended Fund
0.48%
$2.49B
$59.37M
0.02%

DXJ Portfolio Data

$35.28B
12.48
0.94
1.79%
12/23/19
471

DXJ Index Data

Dividends
Fundamental
MSCI Japan Large Cap Index

DXJ Portfolio Management

0.48%
-0.50%
-0.29%
-0.63%

DXJ Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

DXJ Fund Structure

Open-Ended Fund
Yes
Yes
75% / 25%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

DXJ Factset Analytics Block Liquidity

As of 10/22/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of DXJ. DXJ is rated a 5 out of 5.

DXJ Tradability

1,208,798
$59.37M
1,142,419
$52.45M
0.02%
$0.01
-0.04%
3.19% / -4.10%
None
0.00%
50,000
22.85
0.08%
0.04%
124,493
$51.62
5

DXJ Sector/Industry Breakdown


DXJ
Segment Benchmark
24.71%
18.05%
24.12%
25.76%
12.35%
15.48%
11.29%
10.24%
9.37%
5.37%
8.85%
8.36%
7.92%
8.91%
0.68%
0.84%
0.55%
5.33%
0.16%
1.66%

DXJ Top 10 Holdings[View All]

5.18%
3.64%
3.17%
2.61%
2.43%
2.39%
2.36%
2.31%
2.26%
2.16%
28.51%

DXJ Countries


DXJ
Segment Benchmark
100.00%
100.00%

DXJ Regions


DXJ
Segment Benchmark
100.00%
100.00%

DXJ Economic Development


DXJ
Segment Benchmark
100.00%
100.00%

DXJ Performance Statistics

0.81
1.02
1.07
1.02
0.51%
MSCI Japan Large Cap Index

DXJ MSCI ESG Ratings

BBB
5.37 / 10
30.39
49.61
4.89%
3.36%
118.69

DXJ Benchmark Comparison Holdings

471
1296
444
53.79%

DXJ Benchmark Comparison Summary


DXJ
Segment Benchmark
471
1296
$35.28B
$31.41B
12.48
14.45
0.94
1.14
3.65%
2.60%
Low
Low

DXJ Benchmark Comparison Market Cap Size


DXJ
Segment Benchmark
66.48%
56.37%
23.82%
29.46%
7.29%
11.81%
2.40%
2.37%

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