EPIWisdomTree India Earnings Fund
EPI Fund Description
EPI tracks a total market index of Indian companies selected and weighted by earnings.
EPI Factset Analytics Insight
EPI offers a well-established alternative exposure to Indian equities—focusing on companies with strong earnings. Rather than using a market-cap-weighted approach, EPI picks stocks based on earnings in the prior fiscal year, adjusted for the availability of Indian stocks to foreign ownership. The resulting portfolio typically has a strong value tilt, which is unsurprising, given its fundamental methodology. It also produces considerable sector biases relative to the market. The index is rebalanced and reconstituted on an annual basis.
EPI MSCI ESG Analytics Insight
WisdomTree India Earnings Fund has an MSCI ESG Fund Rating of BB based on a score of 3.91 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 India Earnings Fund ranks in the 10th percentile within its peer group and in the 16th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EPI 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.
EPI Portfolio Data
EPI Index Data
EPI Portfolio Management
EPI Tax Exposures
EPI Fund Structure
EPI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EPI. EPI is rated a 2 out of 5.
EPI Sector/Industry Breakdown
EPI Top 10 Holdings[View All]
EPI Economic Development
EPI Performance Statistics
EPI MSCI ESG Ratings
EPI Benchmark Comparison Summary
EPI Benchmark Comparison Market Cap Size