EMCG

WisdomTree Emerging Markets Consumer Growth Fund
*Unless otherwise stated, data provided by FactSet.

EMCG Fund Description

EMCG is an actively managed portfolio of emerging-market consumer companies that exhibit growth trends. The fund seeks income and capital appreciation.

EMCG Factset Analytics Insight

EMCG is an active take on the emerging-market consumer theme. The fund builds its portfolio using a quantitative model to identify firms that exhibit strong fundamental growth, quality, and valuation characteristics. In particular, the fund’s manager looks for companies that will benefit from long-term growth in emerging-market economies. This approach has allowed EMCG to differentiate itself from competitors by reaching well beyond the traditional consumer sectors—which means it doesn’t fit our consumer cyclicals benchmark very well. Still, the ability to reach across sectors may be attractive to investors looking to benefit from the growth of consumer class in emerging markets. In that case, EMCG fulfills its mandate nicely, and at a reasonable price.Prior to October 19, 2018, the fund tracked a WisdomTree index with a similar methodology.

EMCG MSCI ESG Analytics Insight

WisdomTree Emerging Markets Consumer Growth Fund has an MSCI ESG Fund Rating of BB based on a score of 3.34 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 Emerging Markets Consumer Growth Fund ranks in the 11st percentile within its peer group and in the 13th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

EMCG Charts And Performance

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PERFORMANCE [as of 11/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EMCG 2.19% 7.36% 15.22% 12.78% 6.54% 0.27% --
EMCG (NAV) 2.11% 8.88% 15.88% 14.52% 6.55% 0.48% --
No Underlying Index -- -- -- -- -- -- --
Thomson Reuters Global Emerging Markets Cyclicals -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EMCG Summary Data

WisdomTree
09/27/13
Open-Ended Fund
0.32%
$34.80M
$146.56K
0.46%

EMCG Portfolio Data

$47.66B
16.24
2.27
3.17%
12/23/19
232

EMCG Index Data

No Underlying Index
Proprietary
Proprietary
Thomson Reuters Global Emerging Markets Cyclicals

EMCG Portfolio Management

0.32%
--
--
--

EMCG Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EMCG Fund Structure

Open-Ended Fund
No
Yes
75% / 25%
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

EMCG Factset Analytics Block Liquidity

As of 11/19/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of EMCG. EMCG is rated a 3 out of 5.

EMCG Tradability

6,676
$146.56K
1,695
$36.71K
0.46%
$0.10
0.58%
2.37% / -1.42%
None
23.00%
50,000
0.03
0.40%
0.17%
0
$22.47
3

EMCG Sector/Industry Breakdown


EMCG
Segment Benchmark
14.33%
--
8.28%
--
7.74%
--
6.68%
--
5.23%
--
5.21%
--
5.14%
--
5.10%
32.46%
5.01%
--
4.97%
--

EMCG Top 10 Holdings[View All]

4.18%
3.33%
2.41%
2.31%
1.21%
1.06%
0.91%
0.91%
20.13%

EMCG Countries


EMCG
Segment Benchmark
19.43%
5.89%
12.82%
14.82%
11.34%
27.66%
11.10%
--
10.15%
--
5.35%
10.22%
5.25%
5.30%
4.96%
3.99%
4.23%
9.03%
4.00%
3.20%

EMCG Regions


EMCG
Segment Benchmark
78.49%
65.49%
10.65%
21.14%
4.96%
6.82%
4.08%
6.42%
1.82%
0.13%

EMCG Economic Development


EMCG
Segment Benchmark
54.94%
79.08%
45.06%
20.92%

EMCG Performance Statistics

0.64
0.89
0.72
1.02
0.50%
Thomson Reuters Global Emerging Markets Cyclicals

EMCG MSCI ESG Ratings

BB
3.34 / 10
13.11
11.41
4.59%
5.43%
227.19

EMCG Benchmark Comparison Holdings

232
376
32
13.54%

EMCG Benchmark Comparison Summary


EMCG
Segment Benchmark
232
376
$47.66B
$8.20B
16.24
26.09
2.27
2.17
2.54%
2.35%
Low
Low

EMCG Benchmark Comparison Market Cap Size


EMCG
Segment Benchmark
40.20%
18.17%
47.12%
42.37%
12.66%
29.73%
0.02%
9.72%